Data Administration
Entity Log
You can oversee and track the activities in the FSM modules through the Entity Log. To view the Entity log, navigate to Setup > Data Administration > Audit Log and select the Entity Log tab. Click on an entry to see its details. From the Log Details ...
Audit Log
The Audit log captures the activities performed within the Setup of your FSM organization. This audit log can be viewed at Setup > Data Administration > Audit Log. Click on an entry to see the details. Filters Any of the following filters can be ...
Exporting Data from Zoho FSM
You can export the data in select modules of FSM to a CSV file. Along with the module data, you can also export data related to the module, such as Notes, and Addresses. You can export data from the Contacts, Companies, Assets, Requests, Services And ...
Importing Data to Zoho FSM
Data from external sources can be added to FSM. You can easily populate data in the modules in bulk. External data can be imported to FSM in three simple steps: Upload your data file Choose your import option Map fields in FSM to columns in your data ...
Timeline
The Timeline in a record captures the updates done to that record and its related records. With this you can see the history of activities associated with an entity (contacts, companies, etc). The timeline of the Parent entity's record will display ...

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