How to Check Audit Log in Zoho CRM

In any CRM, knowing who did what and when is crucial for maintaining data integrity. Whether it’s monitoring changes in customer records, tracking who accessed which data, or any other similar areas, Audit Log in Zoho CRM provides a detailed trail of actions taken. Zoho CRM’s audit log provides a clear record of all actions taken within the system, from changes in customer data to updates in sales records. 

Understanding how to check these logs is not just about security – it’s about empowering your business with insights to maintain trust and efficiency. 

In this blog, we’ll explore the steps to effectively check and manage Audit Log in Zoho CRM.

What is Audit Log?

Zoho CRM’s Audit Log is a detailed, sequential record that tracks the actions performed by users within the system. This is a vital tool for understanding the sequence of events that occur in your CRM, providing insights into what happened before and after specific actions. By monitoring these logs, you can trace the history of changes made to the records, identify which users were involved in particular events, and gain a clearer picture of the overall activity within your CRM platform. Whether you’re investigating changes to data, troubleshooting issues, or simply seeking to monitor user activities, the Audit Log offers a comprehensive overview. This helps ensure transparency and accountability in your CRM operations.

Why It’s Essential to Check Audit Log in Zoho CRM?

Audit Log in Zoho CRM is more than just a security feature. They are essential for maintaining data integrity, and transparency amongst users where needed, and optimizing CRM performance. Regularly checking these logs helps ensure that your CRM data remains accurate and reliable. This is vital for effective decision-making and customer relationship management. 

Here’s why monitoring Audit Log is important:

1. Data Integrity: Track changes to customer records and ensure that all modifications are legitimate and accurate, reducing the risk of errors.
2. Security and Compliance: Monitor who accessed or modified data, helping to prevent unauthorized access and ensuring compliance with data protection regulations.
3. Accountability: Identify who performed specific actions, fostering accountability among team members and aiding in resolving any disputes or discrepancies.
4. Performance Insights: Gain insights into how CRM data is being utilized and identify any patterns that may indicate inefficiencies or areas for improvement.

By regularly reviewing audit logs, you can safeguard your CRM data, support a transparent and accountable work environment, and drive better business outcomes.

Steps to Check Audit Log in Zoho CRM

With a few clicks, you can easily access the Audit Log in Zoho CRM. Here’s how:

• Select Set-up from the primary bar of your New Zoho CRM UI.
  
• From the secondary bar select Audit Log under Security Control

• There you have your Audit Log in Zoho CRM that provides you with a chronological sequence of actions performed by the users.

Now if you are still using the older version of Zoho CRM, then follow the steps below:

• Go to Set-up from the top right corner of your Zoho CRM interface
  
• Select Audit Log under the Security Control section.

• You will find the entire sequence of the Audit Log of your Zoho CRM.

Note: You can also export the Audit Log and download the same when required.

Facts About Audit Log in Zoho CRM

Audit Log in Zoho CRM is like a backstage pass to your CRM’s operations. This offers a detailed look at the actions and changes within the system. If you’re curious about what exactly the Audit Log captures and how it can help you, here’s a clear concept:

Audit Log for Modules in Zoho CRM

In the world of CRM, every interaction matters. The Audit Log meticulously records a variety of activities across different modules:

• Leads, Accounts, Contacts, Deals, and Activities: Whether it’s adding, updating, or deleting records, the log keeps a detailed history. It also tracks bulk operations like mass updates and deletions, lead conversions, and even record restorations. Plus, it helps you manage duplicates by recording merge actions.
• Campaigns, Solutions, Vendors, Quotes, Sales Orders, Purchase Orders, Invoices: For these modules, the Audit Log covers adding, updating, and deleting records, giving you a complete picture of changes and activities.
• Cases and Price Books: Just like with other modules, you’ll find detailed logs of actions such as creating, updating, or deleting records, including imports and exports.

Audit Log for Setup Features in Zoho CRM

Zoho CRM’s setup features are where the magic happens behind the scenes. The Audit Log here tracks:

• Templates (Email, Inventory, Mail Merge): Every time you create, delete, or edit a template, it’s logged for transparency.
• Workflow Rules and Alerts: From setting up new workflows to editing existing ones, and even updating alert settings, the Audit Log ensures you can track all these changes.
• Auto Response and Case Escalation Rules: You can see when these rules are activated or deactivated, keeping you informed about your automated processes.
• Field Dependency Mapping: Every change here, whether it’s creating or editing field dependencies, is logged for your review.

Who can Access the Audit Log in Zoho CRM?

Access to audit logs depends on the user roles within the organization. The following outlines the permissions based on user profiles and hierarchical levels.

• Administrator Permissions: Administrators can view audit logs for all users.
• User Permissions: Regular users can view audit logs only for themselves and their direct subordinates.
• Super Admin Permissions: The super admin has the privilege to access audit logs for all users across the organization.

Conclusion

In conclusion, the Audit Log in Zoho CRM is essential for ensuring transparency and accountability within your organization. Regularly reviewing these logs helps you monitor all actions within your CRM, safeguarding data integrity and security. Whether you’re a system administrator or a key stakeholder, understanding access levels and the details provided by these logs empowers you to make well-informed decisions.

Ready to take control of your CRM’s Audit Log? Explore Zoho CRM further or contact us for a personalized demo to discover how it can meet your business needs.