Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

Hello Zoho Assist Community!

Ever needed to trace who did what and when within your remote support operations?
Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission updates. Whether you're responding to an audit request, troubleshooting unusual behavior, or simply trying to keep your team accountable, the Action Log Viewer can be your go-to feature.

This week, we're exploring how you can use it to bring transparency and structure to your support environment.

Instead of manually investigating each system or asking around, you can simply turn to the Action Log Viewer and filter the logs by technician.

To enable the Action Log Viewer, go to Settings and select Action Log Viewer under Security & Compliance. Apply the necessary filters and click SUBMIT. You can also download the generated logs for future reference by clicking Export as CSV.

Why use Action Log Viewer  ?

A centralized log of all actions makes it easier to respond to compliance audits or internal reviews. Admins do not need to compile records manually; they can easily generate detailed reports.

Every action performed by technicians is recorded and traceable, helping teams stay transparent and accountable. Whether it's a settings change, feature modification or deleting users, you can pinpoint who did what, and when.

When issues arise, time is of the essence. The Action Log Viewer enables you to identify exactly when and where a scenario or change occurred; this reduces the resolution time for critical scenarios.

No need to sift through unnecessary data. You can filter logs by module, technician, severity level, and a certain time range using customizable filters. Once filtered, logs can be exported in CSV format for archiving or sharing.

The Action Log Viewer helps you bring clarity and control to your remote support environment. Try it out and let us know how it’s helping your team improve session management! If you need help setting up or have any questions, feel free to reach out to us at support@zohoassist.com  — we’re here to help.

• Topic Participants

• Amali Steffi Raj J

  

• Recent Topics

• Sync of products and orders between Zoho Inventory, Zoho Books and Shopify

  Good Day I migrated from QuickBooks to Zoho Books and Zoho Inventory at the beginning of this year. The migration team assisted with importing my data, but I am currently experiencing multiple issues affecting syncing between Shopify and Zoho. 1. SKU

• Best practices for importing phone numbers

  I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead

• Copy + Paste in Notes: Text color and text background are not retained

  I've recently started using Zoho Notebook as an Evernote replacement. When copying and pasting text within Zoho Notes, I notice that the formatting of the text (text color and background color) is not retained when pasting. Only the attributes "Bold"

• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

• MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

  I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866

• Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

  We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still

• Shopify B2B Integration: Option to Match Customers by Company Name

  It would be great if the Shopify integration could include Company Name as a customer matching option. At the moment customers can only be matched by: Email Name Email and Name Phone For businesses using Shopify B2B, the company is often the customer

• Free Methods to Convert PST to MBOX on Mac & Windows

  Converting PST files to MBOX is often needed when moving Outlook mailbox data to email clients such as Thunderbird, Apple Mail, or other MBOX-supported applications. The process can be different on Windows and macOS, and free methods may involve several

• Zoho Payroll: Product Updates - Q3, FY2026

  Over the past quarter, Zoho Payroll has added several updates to make payroll easier to process, configure, and manage. The most notable improvements cover bank integrations, reimbursement support, payslip enhancements, employee exit documentation, payroll

• Print checks for owner's draw

  Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

• Deliver exceptional customer experience with Field Service Management in Zoho Service Plus

  The advent of automation and personalization in the AI era has raised customer expectations exponentially for faster resolution of issues with less tolerance to friction in the process. Fast, accurate, and intelligent service that understands customer

• Zoho Extensions 101: Building extensions for Zoho People

  Hello developers! Welcome to our new video series on building extensions for Zoho People! If you're new to extension development or looking for guidance on building extensions for Zoho People, you're in the right place. We've curated a series of videos

• Build A Happier Workforce With Zoho People

  The success of an organization depends on its people. Therefore, a comprehensive and cloud-based HRMS software is an integral part of the IT ecosystem for the business. With a wide number of key modules to define the structure of an organization, manage

• How to import PST files in Office 365?

  You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing

• Project Change Orders and Additions

  We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

• Support Recording Payments in a Different Currency Than the Invoice Currency

  We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, Zoho

• Customer Statement Showing Incorrect Negative Balance Due to Unused Advance

  Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,

• 【10/15・残席わずか】Zoho Championに学ぶ！Zoho Campaigns メール配信の基礎・活用勉強会

  皆さま、こんにちは。ゾーホージャパンの中野です。 10月15日（木）、Zoho コミュニティ初となる「Zoho Campaigns メール配信の基礎・活用勉強会」をオンラインで開催します！ 今回の登壇者は、Zoho の導入・活用支援に豊富な経験を持つZoho Champion の岡安 裕一さんです。 「一斉配信はできるけれど、現在の設定や運用が正しいか自信がない」 「Zoho CRMとZoho Campaignsのどちらから配信すればよいか分からない」 「リストとセグメントの違いや、配信停止の扱いを整理したい」

• WorkDrive API: allow the modification time to be set when updating an existing file (x-last-modified-date is honoured on create, ignored on update)

  Hi, I contribute to the Zoho WorkDrive backend of rclone, the open-source sync/copy tool. I would like to raise one specific, narrow API gap that currently makes reliable syncing to WorkDrive impossible, and ask whether it can be addressed. What already

• WhatsApp Coexistence

  Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

• Kiosk / CRM Timezone Oddity

  I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones

• Restricted Account - "This user is not allowed to add in Zoho" - citbinvestment.com.

  Hi Zoho Support Team, I am attempting to set up user mailboxes for my domain citbinvestment.com, but I am receiving the following error: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details." > My MX, SPF,

• 👍 Zoho CRM's Notes now gets Reactions and a new look

  Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

• Contact Sharing: Hide email alias from global address list

  As the superadmin, I would like to hide my domain aliases from appearing in the global address list. Currently, my end users can see all my aliases. The aliases also appear as type-in addresses when composing a new email. This is a potential security

• Incorrect Currency Shown

  On Bills, each line shows the rate in the wrong currency (home currency).

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• [Free webinar] Beyond prompt-to-app: Vibe coding with Zoho Creator | Creator Tech Connect (October 2026)

  Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar consisting of purely technical sessions, where we dive deep into

• Zoho Recruit Staffing version Interview using Zoho Meeting

  I would like to understand whether Zoho Meeting has a native integration with Zoho Recruit – Staffing Edition. As of now, I am unable to find the native Zoho Meeting integration within the Staffing Edition of Zoho Recruit. Could someone please confirm

• Payroll needs to automatically remit taxes, not just give me the calculations

  Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.

• New enhancements to user management

  Hello everyone, We're excited to introduce a few enhancements to user creation and user preferences in Bigin! These updates give administrators more flexibility while inviting users, and give users more control over how their data is displayed. With this

• Public dashboard table does not load in mobile view - TypeError reading 'viewType'

  Our public dashboard links have worked for years. We made no changes. Now the table widget does not load on mobile browsers. It loads fine on desktop, and it loads on a phone when we use "Request desktop site." Chrome DevTools shows this error in mobile

• Cannot format "start date" field in Zoho Flow

  I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

• Bank Transactions page shows too few transactions due to large header area

  In the Banking → Uncategorized Transactions screen, a lot of vertical space is being used by the account header, balance details, tabs, buttons, etc. Because of this, on a normal desktop screen I can see only around 2 transactions at a time, even though

• Zoho Mail Android app update (v3.6.5) - Enhancements in Email Composer and Google Meet support

  Hello everyone! We are excited to introduce new enhancements in the Zoho Mail Android app (v3.6.5). Let's dive into what's new. Drag and drop email addresses between recipient fields You can now drag and drop the email addresses across the recipient fields:

• Migration from QuickBooks to Zoho Books for the U.S. Company

  Is there any automation tool available to migrate data from QuickBooks to Zoho Books for a U.S.-based company? If yes, could you please provide the details?

• Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

  Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

• Introducing Zoho Key Service, a simpler way to access LLMs without API keys

  Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can

• Single Folder Archival in Zoho Mail

  Dear Zoho Mail Community, Have you noticed and wondered what the banner is about in your Zoho Mail's Archive Policy Settings? In Zoho Mail, users have traditionally archived emails to keep their inbox and active folders clean. While this helped reduce

• Trigger Workflow Rules from subform row actions

  Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving

• Create a single record from multiple images with ICR

  Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from all

• Next Page