Auditing is a Business feature and allows administrators to track user interactions within Crelate for analytical and security purposes. Once auditing is enabled, when a user makes an update to a record, the audit log captures that date and time that the user made that change. This information can be viewed from a record, as well as a report.

This article will cover:

  • Enabling Auditing

  • Viewing your Audit Logs in Reports

Enabling Auditing

As an administrator, you can enable this by going Settings | Advance Security and then selecting Basic or Advanced.

  • Basic (90 Day Retention) - Login/Logoff - Login Failure - Password Changes - Record Export - Backups - Changed Organizational Settings - Delete Records

  • Standard (30 Day Retention) - Everything from Basic - Record Created - Record Updated - Record Deleted

The Audit Log in Reports

The audit log is the report where your can view historical auditing information. To access audit logs in Crelate select Reports | Audit Log

Over to the right hand side, you'll see an option to filter your audit reports based on different criteria. You can filter by:

  • Date

  • Segments (Type of Record)

  • Actions (Level of Interaction)

  • Users

An individual audit report can also be accessed within the contact record by selecting the This Contact drop-down and Additional Details.

Once the Additional Details are displayed, you may export or scroll through to view individual actions.

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