CRM: Track Actions with Custom Object Audit Logs

CRM: Track Actions with Custom Object Audit Logs

November 02, 20242 min read

The new Audit Logs feature for custom objects in Gold Star Pro brings an essential layer of visibility and control over custom objects. With this update, users on the $497 plan can track the full range of actions performed on custom objects, including creation, updates, deletions, and associations between objects. Whether you're overseeing project changes, verifying records, or troubleshooting, this tool provides an invaluable view of each modification's details and history.

What’s New in Custom Object Tracking?

This feature lets you:

  • Track all key actions such as creation, updates, and deletion of custom objects, records, and associations.

  • Access a complete two-month history of activity logs for each action taken.

  • Review specific change details to understand exactly how and when modifications occurred.

  • Filter by module and action type to locate specific logs quickly.

Benefits of Audit Logs for Custom Objects

  • Improved Accountability: Have full visibility into who made each change and when it happened.

  • Streamlined Troubleshooting: Quickly find and review actions that may have affected custom object behavior.

Step-by-Step Guide to Using Audit Logs for Custom Objects in Gold Star Pro

  1. Accessing the Audit Logs

    • Go to the main menu, then select Subaccounts.

    • Navigate to Settings and choose Audit Logs.

  2. Filtering for Specific Actions

    • In the Audit Logs section, use the filter options to refine your search:

      • By Action: Choose between creation, update, or deletion actions.

      • By Module: Filter by specific modules like Objects, Custom Objects, or Associations.

    • This lets you narrow down logs and quickly locate particular records or actions.

      Filtering for Specific Actions

  3. Viewing Detailed Log Information

    • For more in-depth details on any action, find the record in the list.

    • Click on the three dots (ellipsis) on the far-right side of the record and select View Details.

    • This will open a detailed view showing precisely what changes were made, the date and time of the action, and other relevant information.

Key Takeaways

  • Audit logs provide a clear history of custom object actions over a two-month period.

  • Flexible filtering allows you to access relevant logs based on modules and action types.

  • Detailed views of each action ensure transparency and make it easy to track and resolve issues.

The Audit Logs feature in Gold Star Pro is an essential tool for anyone working with custom objects, ensuring greater control, accountability, and ease in managing your data from the very first day of use. With these simple steps, you can quickly access, filter, and review all custom object actions to keep everything running smoothly.

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