Pipeliner CRM Audit Log

In today’s 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.-driven world, trust and transparency aren’t just buzzwords—they are non-negotiable requirements for 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. CRM. The Pipeliner CRM Audit Log provides an immutable, transparent record of all critical administrative and data-export actions, giving your 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.). the ultimate tool for security monitoring, regulatory compliance, and governance. Stop guessing. Start knowing.

Unlocking Complete Data Governance

The Audit Log is engineered to meet the stringent demands of modern enterprise security, delivering immediate, measurable value across three critical areas:

• Complete Transparency: We track every administrator and data-export action, providing a complete historical record from the moment this feature was introduced. You get total visibility into system changes.
• Security & Accountability: The log helps you pinpoint who did what, when, and where—from changing a Sales Unit name to deactivating a userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.. This is essential for internal security protocols and rapid analysis of potential breaches.
• Regulatory Compliance (e.g., GDPR, SOC 2): Easily demonstrate a secure, controlled environment by exporting tamper-proof logs for auditors and compliance officers. The Audit Log ensures your governance requirements are met without complexity.
• Data Governance & Integrity: The system actively tracks every data export from reports, Opportunities, Leads, Accounts, and Contacts, ensuring sensitive data remains secure and monitored at all times.
• Quick & Simple Analysis: With intuitive filtering, searching, and export capabilities, reviewing events is fast and painless. You can get the data you need in seconds to answer critical security questions.

What Actions Are Tracked? Everything That Matters for Security.

The Pipeliner CRM Audit Log captures detailed information on critical events across the entire Admin Module, ensuring you have a complete picture of your system’s configuration and data security.

Data Security & Export Monitoring

Benefit: Know your sensitive data is protected and monitored when leaving the system.

The most crucial security feature is tracking data as it leaves your environment. The Audit Log records every time data is exported from the Management Reports, Opportunities, Leads, Accounts, and Contacts menus. You know precisely which data sets (including the row count and report name) were extracted, providing irrefutable evidence of data activity.

User & Access Management

Benefit: Maintain tight control over user access and maintain an auditable access history.

The system tracks all user lifecycle and access changes. This includes:

• User actions include invitations, reassignments, password resets, deactivations/reactivations, and updates to User Roles and Sales Units.
• Role management by logging the creation, deletion, and updating of all custom User Roles.
• Sales units are monitored by tracking their creation, renaming, and deletion.

Core System Configuration

Benefit: Ensure your CRM setup remains consistent and authorized across the organization.

Every foundational configuration change is logged for integrity:

• PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. activity, including additions, updates, and deletions of sales pipelines.
• Currencies tracking updates to the Base Currency, and the creation, deletion, and exchange rate changes for all other currencies.
• Products & Prices: Record changes to 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. categories and create and manage price lists.

Customization & Structure

Benefit: Trace every modification to your custom Pipeliner CRM environment for complete control over setup.

We record every change to your unique Pipeliner CRM configuration, including:

• Shared Lists tracking changes to Accounts Hierarchy, Sales Roles, and Contact/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. relations.
• Fields & Forms monitors the creation, updates, and deletion of forms, fields, web resources, and permissions across all entities.
• Settings log updates to key system parameters, such as Financial Year, Time Zone, and Email Domain Blacklisting.
• Automation Hub records the activation, update, and deactivation of integrations.

Optimize Your Workflow: Search, Filter, and Export for Auditing

Accessing this wealth of data is simple and built for speed:

• Drill Down Fast: Use the Search box (e.g., search for “Exported”) or the powerful Filter options to narrow down events instantly.
• Flexible Filtering: Filter by Period (All, Previous Week, Month, or Custom range), specific User, or the relevant Category (Admin module menu area).
• External Audit Ready: Export the full Audit Log to Excel or CSV with a single click. This provides a clean, unassailable record instantly ready for compliance reporting.

BonusBonus A bonus is a gift or additional compensation given on top of the standard pay or fee, often serving as a reward for outstanding performance or for achieving certain business targets. Tracking: Entity Changes. Pipeliner CRM also provides the Export Entity Changes function, which logs all granular changes made to individual Leads, Accounts, Contacts, Opportunities, and Activities, and is viewable within the security tab or the record itself—another powerful layer of total data integrity.