NexJ CRM keeps a history of actions that users have performed on records in the system.When you complete an action, such as viewing or modifying a contact record, the action is logged in the record's audit trail. Users with the appropriate privileges can view the history and details of these actions in a record's Audit Trail tab.

Records for which an audit trail are kept include:A record's audit trail allows you to see what information has been added or changed over the record's lifetime. When a record is created, viewed, or updated, an action is logged in the audit trail. In all of these cases, the user's name and the date and time of the action are recorded. If a record is updated, the changes are also logged, including the old and new values for each updated field.

• Activities, such as tasks and call records
• Batch emails
• Business processes
• Contacts, including companies and users
• Events
• Leads
• Parent and product opportunities
• Securities
• Service requests

Audit Trail tab

You can find the Audit Trail tab in the Contact, Leads, Opportunities, and Service Requests workspaces, as well as when you view the properties of items in a contact's Business Processes tab, and in the Activities subtab in a contact's Journal tab.

The Audit Trail tab is divided into the following areas:

• The actions list at the top, which lists all actions that users have performed on a selected record. This is where you select an action for which you want to view more detail. You can also filter the list of actions in this area by the dates on which they were performed and the user who performed them.

• The details area at the bottom, which lists the details of a selected action, including the attribute that was changed, its old value, and its new value.

Viewing audit trails for records

View a record's audit trail when you want to see the history of users' interactions with the record.

Before you can view audit trails, you must have been granted the AuditLogView privilege in NexJ Admin Console.

You can view audit trails for records in the following workspaces in NexJ CRM:

• Contacts
• Events
• Leads
• Opportunities
• Securities
• Service Requests

Audit trails are also kept for activities and business processes associated with records in these workspaces. You can view these audit trails when you view the properties of items in the following tabs:

• Activities
• Business Processes

To view a record's audit trail:

1. Do one of the following:
   • To view the audit trail for a contact, lead, opportunity, or service request, navigate to the workspace for the record, then select the record.
   • To view the audit trail for a business process, navigate to the Contacts workspace and select the contact whose business processes you want to view an audit trail for. Select the Business Processes tab. In the list of business processes, click the Action button  for the business process whose audit trail you want to view, then select Edit. The Edit dialog displays.
   • To view the audit trail for an activity, navigate to the Contacts workspace and select the contact whose activities you want to view an audit trail for. In the Journal tab, select the Activities subtab. In the list of activities, click the Action button  for the activity whose audit trail you want to view, then select Edit. The Edit dialog displays.
2. Select the Audit Trail tab. The list of all audited actions for the record is displayed in the area at the top of the tab.
3. [Optional] To filter the list, select a time period or user in the fields at the top of the area, then click Run. The list will be filtered to show only the specified actions. To view all actions again, click Clear.
4. Select the action whose details you want to view. Depending on the type of action, additional details might be available.
   The details for the selected action display in the area at the bottom of the tab. Each line represents a field that was updated as part of the action. The field's name, old value, and new value are displayed. If a field did not have a value originally, the value in the Old Value column will be blank.
5. Expand an item to view more information about it.

You have reviewed the record or activity's audit trail.