This article answers the questions:
What is the Audit Log (Admin Module)?
Pipeliner Administrators for our Enterprise customers can now access a new “Security” menu in the Admin Module. From the Security menu, the “Audit Log” tab will show additions and changes made to the set up of Pipeliner by Administrators in the Admin Module as well as tracking when data is exported from the CRM app.
Only users based on a role that gives them access to “Audit Log” will be able to access this tab.
NOTE: The Audit Log displays all events from 26th February 2020 when this feature was first released ⤵
How to access the Security menu
Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner ⤵
NOTE: Only Administrators will see the Administration menu
Click on the “Security” Tab ⤵
Add/remove access to the Audit Log for a User Role
Click on the "Units, Users & Roles" menu and then the "Roles" tab. Select a role you want to update and then click on the "Edit Role" button from the right hand panel. Select the "Administration" tab and then Enable/Disable the "Audit Log" option ⤵
Which Actions/Events are Tracked?
Category › Export
Event Trigger
Exported Data from a Management Report
Exported Data from Opportunities menu Export button
Exported Data from Leads menu Export button
Exported Data from Accounts menu Export button
Exported Data from Contacts menu Export button
Generated Event
Exported data ({{count of rows}}) from report {{reportname}}
Exported data ({{count of rows}}) from opportunity
Exported data ({{count of rows}}) from lead
Exported data ({{count of rows}}) from accounts
Exported data ({{count of rows}}) from contacts
Category › Sales Unit
Event Trigger
Created Sales Unit
Changed Sales Unit Name
Deletes Sales Unit
Generated Event
Created sales unit {{SalesUnitName}}
Updated sales unit {{SalesUnitName}}
Deleted sales unit {{SalesUnitName}}
Category › User
Event Trigger
Invited new user
Invited N users ITERATE N TIMES
Reassigned user to new user
Reset password
Deactivate user
Reactivated user
Updated user User Role
Updated User Sales Unit
Generated Event
Invited new user {{email_address}}
Moved {{email_address}} into sales unit {{SalesUnitName}} as {{Manager/Member}}
Assigned user {{email_address}} to role {{RoleName}}
N times {
Invited new user {{email_address}}
Invited {{email_address}} into sales unit {{SalesUnitName}}
Assigned user {{email_address}} to role {{RoleName}}
}
Reassigned data from {{email_address}} to {{email_address}}
Made a password reset for {{email_address}}
Deactivated user {{email_address}}
Assigned user {{email_address}} to role {{RoleName}}
Reactivated user {{email_address}}
Moved {{email_address}} into sales unit {{SalesUnitName}} as {{Manager/Member}}
Category › Roles
Event Trigger
Create new
Delete
Update
Generated Event
Created role {{RoleName}}
Deleted role {{RoleName}}
Updated role {{RoleName}}
Category › Pipeline
Event Trigger
Add Pipeline
Update Pipeline
Delete Pipeline
Generated Event
Added pipeline {{PipelineName}}
Updated pipeline {{PipelineName}}
Deleted Pipeline {{PipelineName}}
Category › Currencies
Event Trigger
Updated Base Currency
Created new Currency
Deleted currency
Exchange Rates update
Exchange Rates create
Exchange Rates delete
Generated Event
Updated base currency to {{BaseCurrencyValue}}
Created currency {{Currency name}}
Deleted {{Currencyname}}
Updated exchange rate {{Exchange rate valid from}}
Created exchange rate {{Exchange rate valid from}}
Deleted exchange rate {{Exchange rate valid from}}
Category › Products & Prices
Event Trigger
Created Category
Updated Category
Deleted Category
Created Price List
Update Price List
Deleted price list
Generated Event
Created product category {{Category name}}
Updated product category {{Category name}}
Deleted product category {{Category name}}
Created price list {{PriceList name}}
Updated price list {{PriceList name}}
Deleted price list {{PriceList name}}
Category › Common Lists
Event Trigger
Created Accounts Hierarchy
Updated Accounts Hierarchy
Deleted Accounts Hierarchy
Created sales roles
Updated sales roles
Deleted sales roles
Created Contacts relations
Updated Contacts relations
Deleted Contacts relations
Created Accounts relations
Updated Accounts relations
Deleted Accounts relations
Generated Event
Created account hierarchy {{Account Hierarchy name}} in common lists
Updated account hierarchy {{Account Hierarchy name}} in common lists
Deleted accounts hierarchy{{Account Hierarchy name}} in common lists
Created sales role {{sales role}} in common lists
Updated sales role {{sales role}} in common lists
Deleted sales role {{ sales role}} in common lists
Created contact relation {{contact relation}} in common lists
Updated contact relation {{contact relation}} in common lists
Deleted contact relation {{contact relation}} in common lists
Created accounts relation {{accounts relation }} in common lists
Updated accounts relation{{accounts relation }} in common lists
Deleted accounts relation{{accounts relation }} in common lists
Category › Fields & Forms
Event Trigger
Created Form
Updated Form
Deleted Form
Added field
Updated field
Deleted field
Added web resource
Updated field permissions on the entity
Published changes
Generated Event
Created {{entity_type}} form {{form_name}}
Updated {{entity_type}} form {{form_name}}
Updated {{entity_type}} form {{form_name}}
Added field {{field_name}} into {{entity_type}}
Updated field {{field_name}} on {{entity_type}}
Deleted field {{field_name}} on {{entity_type}}
Added web resource into {{entity_type}}
Updated {{fieldName}} permissions to {{accessType}} for role {{roleName}}
Published changes {{entityType}}
Category › Settings
Event Trigger
Updated Financial year
Updated First day of the week
Updated TimeZone
Updated Email Domain blacklisting
Generated Event
Updated Financial Year
Updated the first day of the week
Updated timezone
Updated email domain blacklisting
Category › Automation Hub
Event Trigger
Activated automation hub
Updated automation hub
Deactivated automation hub
Generated Event
Activated integration {{integration_name}}
Updated integration {{integration_name}}
Deactivated integration {{integration_name}}
Searching and Filtering Events
You can search for a specific event — e.g. “Exported” — in the Search box or Filter the Events list using the "Filter" options ⤵
You can filter on:
Period — select from All, Previous Week, Previous Month or a Custom selection of your choice
User — select the user who made the changes
Category — the Admin module menu area you are interested in
Exporting the Audit Log
You can export the events from the Audit Log to Excel or a CSV file. Click on the “Export Audit Log” button and select your output option ⤵
Exporting Entity Changes
You can also Export Entity Changes that apply to any Lead, Account, Contact, Opportunity, or Activity. When anyone makes a change to an entity, it will automatically log it and can be viewed within the security tab or in an individual record. Exporting entity changes allows you to choose the Users, Entities, and Period for which you wish to view this information via Excel or a CSV file.
NOTE: The Export Entity Changes button will allow you to export all changes (subject to your filter selections) going back to 1 April 2020 when this feature was first released .