How to Use Audit Logs

This article will provide you with an overview of the Audit Logs area within Referins.

You can view the logs for various contact-related activities including calendar events, Opportunities, and Communication. This can help identify and understand sources of changes that are happening in Referins. 

 NOTE: Audit Logs are only visible to Account Admins, not Account Users.

Modules have IDs tied to them that you can use to filter for specific locations, here is an example of how to retrieve them for contacts and calendars.

Part 1: Location

Step 1: Audit Logs

• Navigate to Settings
• Click on Audit Logs

• Apply Filter

Filters:

You can apply different filters to search for specific audit logs. Filters can be based on Contact or Opportunity ID, Selected Users (Staff members), Actions, Modules, and Date.

Document ID:

Search using the ID of any specific contact or opportunity.

Selected Users:

Select any staff member to display all records created, updated, or associated with them.

Actions:

Filter logs based on different actions such as created, updated, deleted, or restored.

Modules:

Use the modules list to apply filters based on specific features. While not all features are covered, important ones are available, allowing you to track logs associated with those features.

Date:

Filter the logs based on a specified date range.

Part 2: Details

Step 1: Viewing Details

• Click on the 3 horizontal menu dots
• Select View Details
• Expand additional information by clicking on any 3 horizontal dots within the menu

Audit Logs for Calendar Settings:

Audit Logs for calendars allow easy tracking of edits made to the calendars, including the timestamp, editor, and all modifications.

Key Features:

• You can effortlessly check edits to the calendars, including who made the changes, when they occurred, and what specific settings were modified.
• This feature simplifies troubleshooting and provides precise insights into any adjustments made, ensuring transparency and accountability.
• To make it simpler, we are now also showing calendar ID in the calendar settings.

How to Use?

• Navigate to Settings > Audit Logs.
• Select "Calendars" under the module to view changes across all calendars.

Alternatively, for a specific calendar:

• Access Calendar Settings and copy the calendar ID.
• Proceed to Settings > Audit Logs.
• Paste the calendar ID in the 'Document ID' search box and get all the details specific to that calendar.

Track audit logs for Refunds:

• You can see the refund actions processed from a sub-account under Settings -> Audit Logs
• Logs will capture all failed as well as successful full/partial refunds processed within a sub-account
• It makes it easy to keep track of any amount that was refunded back to the customers and the user who refunded it
• The details capture the refund status, notes, the business user who performed the refund, type of refund along with other details

Audit Logs for Custom Objects 

The Audit Logs for Custom Objects feature allows users to monitor and track key actions such as creating, updating, or deleting custom objects and their records. 

Benefit: This enhances accountability and troubleshooting by providing a detailed history of changes for up to two months. 

How to Use: 

• Navigate to Settings 
• > Audit Logs, where you can filter logs by action or module and view details for any recorded change. 

Audit Logs with Device IP Address and Name

Device IP address and device name provide detailed insights into login actions, enabling users to identify the exact device and browser used for account access. This improves security and accountability, making it easier to trace and verify account activity.

FAQs

Q1: Who can access the Audit Logs?
A: Audit Logs are only visible to Account Admins. Account Users do not have access to this feature.

Q2: What filters can I apply in Audit Logs?
A: You can filter logs by Contact or Opportunity ID, Selected Users (staff members), Actions (created, updated, deleted, restored), Modules, and Date.

Q3: How do I track changes to a specific calendar?
A: Copy the calendar ID from Calendar Settings, go to Settings > Audit Logs, paste the ID in the 'Document ID' search box, and view all details related to that calendar.

Q4: Can I track refund actions in Audit Logs?
A: Yes, you can track all successful and failed refund actions, including details such as refund status, notes, type of refund, and the user who processed it, under Settings > Audit Logs.

Q5: How do Audit Logs help with Custom Objects?
A: Audit Logs for Custom Objects allow you to track actions such as creating, updating, or deleting custom objects and their records, providing detailed histories for up to two months.

Q6: What details can I view in the Audit Logs for Calendar settings?
A: You can view edits made to calendars, including timestamps, the user who made changes, and specific modifications to calendar settings.

Q7: How do I retrieve details for a specific contact or opportunity?
A: Use the Contact or Opportunity ID to filter logs under Settings > Audit Logs and view all associated records and changes.