View an Account's Action Log

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The Account Action Log provides a view of the history of edits on any given account. You can view the Timestamp, Action, Who Performed the Edit, any Notes, the , Fields Changed, and any Tools used.

Instructions

  1. Search for and select a user
    Search_and_Select_Account-RM.png

  2. Select Account Action Log under Account Actions account action log option highlighted in the account actions.

  3. View the Account Action Log Account Action log view.

    • Timestamp: View the date of the action

    • Action: View the action that took place

    • Performed By: The user who took the action

    • Notes: See any notes about the action

    • IP: The IP address on which the action took place

    • Fields Changed: Any fields changed will be listed

    • Tools: View relevant tools

  4. Click a column header to sort by ascending/descending or alphabetical/reverse alphabetical order Account Action Log with a column header highlighted.