An Admin User can view changes made by a specific User or Users. If any of your teams share a login, viewing the Change Log will not be as effective. Change Logs are based on User login information.
If you are not an Admin User, then you will only be able to view your own changes. You can open individual Change Logs by Job, Account, Purchase Order (Inventory Edition only) or Quote, but will not be able to view all changes sorted by another User.
- Go to Settings > Users & Roles > Users and click on a User.
- To see changes made by the User, click Changes By User at the top.
- To view changes made my multiple Users, click on on User, then click Customize from the top menu bar.
- Select the Users you want to view and the Date range.
If you are also using CounterGo, you can select Systemize Users, CounterGo Users or both. Select to view changes for All Users by selecting All Users from the drop-down list. - Select which Actions to display, Create, Delete, and/or Update.
- Select the Object Types that were changed. For example, you can view changes made to Activities but you want to ignore Address changes.
- Once the Change Log is displayed, use your browser's find function (CTRL+F) to search for a text string on the page. If you have more than one page, you will need to repeat the search on each page.