Activity Log
Amanda Aparicio
I would like to see an activity log, or audit trail, of any and all changes occuring within FC. In addition, a hyperlink associated with the activity. As an example, if a company was created you can click on the company and take you to it. If a task/project were created/modified/closed would be useful. This way you can see in real time any changes staff is making and one can easily refer back to tasks, projects, and clients previously worked on.
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C
Craig Hendrix
The ability to see all FC record data: created date, created by, last modified date, etc. would be useful. Thank you.
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Merged in a post:
Activity Log
J
Jenn Alynn-Perri
I wish I could see an activity log showing who checked off each task/subtask and on what date and at what time. Once in a while a task will get checked off by mistake, and being able to see this activity history would help diagnose causes of errors so that they can be better prevented.
Autopilot
Merged in a post:
Audit Log
D
Danica Fabiano
Please add an internal audit log so that it can be determined who made a change/created a project/task and when the change was made or when the project/task was created. As well as when a client profile was created and who it was created by and any subsequent changes that are made.