For sales organizations operating at scale, dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. security and system control are non-negotiable. Pipeliner CRM’s Audit Trail goes beyond standard record tracking, providing EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. Administrators with a comprehensive, tamper-proof history of every critical change, configuration adjustment, and data export across the entire platform.
Gain absolute transparency and the power to validate every system action, ensuring your Pipeliner instance is always secure, compliant, and optimized for sales success.
The Administrator’s Command Center for System Integrity
The Audit Log is your central source of truth, available to Administrators via the Security Menu in the Admin Module. It provides instant answers to the crucial questions of “who,” “what,” and “when” for every configuration and security-related event.
| Key Selling Point | Your Business Advantage |
| Total Configuration Governance | Every change made by any Admin—from PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. Setup and UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Roles to Currencies and ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Pricing—is logged, allowing you to instantly roll back misconfigurations and ensure process uniformity. |
| Complete User Lifecycle Security | Track all User actions: invitations, activation/deactivation, password resets, and changes to their Role or Sales Unit. Maintain strict control over system access and permissions. |
| Critical Data Export Monitoring | Mitigate data leakage risk by logging every instance of data being exported from menus like Opportunities, Leads, Accounts, Contacts, and Management Reports. Know precisely when sensitive information leaves the system. |
| Streamlined Compliance & Reporting | Effortlessly export the entire Audit Log to Excel or CSV. Provide undeniable proof for internal security audits, regulatory reviews, and data governance requirements. |
What the Audit Trail Secures and Tracks
The Audit feature is surgically precise, tracking system-level events and configuration changes that impact the entire sales organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)..
1. System Configuration & Setup Changes (Admin Module)
Every administrative action that governs how Pipeliner works is recorded:
- Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.: Logging changes to Sales Units and Pipeline additions/deletions.
- System Foundation: Tracking updates to Financial Year, Time Zone, Base Currency, and Exchange Rates.
- Data Structure: Capturing all modifications to Fields & Forms, Common Lists (AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Hierarchy, Relations), and Product Categories/Price Lists.
- Integrations: Monitoring the activation, deactivation, and updates to services within the Automation Hub.
2. User & Security Control
Maintain an iron-clad audit of all personnel-related security actions:
- Users: Invitations, reassignments, password resets, and changes to activation status.
- Roles: Creation, deletion, and updates to security role definitions and permissions.
3. Record-Level Accountability (Entity Changes)
While the Admin Log handles system setup, the Audit feature also confirms that Entity Changes (for Leads, Opportunities, Accounts, Contacts, and Activities) are automatically logged.
- View History: Users can click “View Changes” within any record to see who has been working on it, helping to identify errors or track colleague contributions.
- Administrator Export: Admins can mass-export all entity changes (e.g., all Account changes by all users over the last month) for system-wide review.
Search, Filter, and Export with Confidence
Don’t waste time sifting through logs. The Pipeliner Audit Log provides powerful tools to find exactly what you need, instantly:
- Targeted Search: Search for specific events like “Exported” to quickly isolate data leakage events.
- Advanced Filtering: Filter events by User, Date Period (Previous Week, Previous Month, Custom), and Category (the specific Admin module menu area).
- Export Ready: Generate exportable CSV or Excel files for any search or filter result, ensuring your data is always report-ready.
Stop managing system risk. Start commanding control. Secure your CRM with Pipeliner’s comprehensive Audit Trail.
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Pipeliner Audit Trail: Your Top Questions Answered
The Audit Trail provides comprehensive security, tracking two key areas:
System-Wide Configuration: All changes made by Administrators to setup, including User Roles, Pipelines, Currencies, Sales Units, and security permissions.
Record-Level Data (Entity Changes): Every addition, modification, and deletion to individual Leads, Opportunities, Accounts, Contacts, and Activities is automatically logged.
The main Audit Log (for system configuration and security) is reserved for Pipeliner Administrators for maximum security control. However, all users can view the Entity Changes (record-level history) within their specific Accounts, Contacts, Opportunities, Leads, and Activities. This allows sales reps to see who has been working on a record, verify information, and easily identify if a data entry error was made.
Instantly. The Audit Trail allows Administrators to filter by User, Date Range, and Action. Every log entry explicitly records The User who made the change, The Date and Time, the Original Value, and the New Value. This level of detail enables rapid root-cause analysis, minimizing downtime and quickly correcting mistakes.
The Audit feature makes compliance reporting simple. Administrators can export the filtered Audit Log events (both system changes and entity changes) directly to a standard CSV or Excel file with a few clicks. This ensures all your audit data is easily accessible, portable, and ready for internal or external review.
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