Availability

Permission Required

There is no specific permission required to access this feature.
    Users can only view their own and their sub-ordinates' Audit Logs.
    Administrators can view the logs of sub ordinates, and the CEO has the privilege to view the logs of all users.

Let's look at some of the actions performed in the modules that are captured in the Audit Log:

The Audit Log feature captures the following actions performed in the Setup:

View Audit Log

Audit log displays the activities performed by users in your organization with the CRM account. Users in the Administrator Profile or CEO Role can access the audit logs. However, other users can only view their own and their sub-ordinates' audit Logs.

To view Audit Logs

1. Log into your Zoho CRM account.
   
2. Go to Setup > Security Control > Audit Log.
   The Audit Log page displays all the actions performed by all users over the last 3 years.

To filter the entries in the Audit Log page

1. Select an Entity, in order to view the log of actions performed on that entity. You can choose from one of the following.
   
   • Choose a specific module to view the log of actions performed on that module only. For example, Leads, Users, etc.
   • Choose Users to view the log of all Setup related actions only.
   • Choose All Entities to view the log of actions performed on all the modules as well as Users related actions.
2. Select a User, in order to view the log of actions performed by a particular user. You can do one of the following.
   
   • Choose a specific user to view the log of actions performed by that particular user only.
   • Choose All users to view the log of all actions performed by all users in your organization.
3. Select an Action, in order to filter the entries based on the actions that have been performed on the records.
   
   • Choose an action among Added, Updated, and Deleted actions depending on your requirements.
   • Choose All Actions to view the log of all the three actions.
4. Select a Time, in order to view the log of actions performed in the chosen timeframe. Choose among the following options.
   
   • Anytime
   • Today
   • Last 7 Days
   • Last 30 Days
   • A Specific Date
   • A Date Range

For example, if you want to view all the records added by a specific user in the Leads module in the last 7 days

• Choose Entity as Leads.
• Choose the desired User (Mark).
• Choose Action as Added.
• Choose the Time as Last 7 days.

Notes:

• Users can only view their own and their sub-ordinates' Audit Logs.
• Administrators can view the logs of sub ordinates, and the CEO has the privilege to view the logs of all users.

Audit Log for Workflow Rules

You can view details of every update made to the workflow rules in the audit log. Every action performed in a workflow such as, create, edit, update, delete, modify, locking a rule or adding action and so on will be displayed along with the details of the update. Also, you can view the changes made to the execution conditions by clicking on View Changes next to that entry.