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 .

Related Articles

Did this answer your question?