Customer Activity Log

Every change made to a customer, contact, site, service, and financial parameters, like Transactions, Invoices & Payment Methods, is recorded in the Activity Log.

This allows us to track changes made to the system, who made them, and when they were made, and is useful for auditing changes, and tracking down issues, for example, if a customer says they never received an invoice, we can check the Activity Log to see if it was sent, or if a contact was removed, we can see who removed it and when.

The Activity Log is a chronological list of changes, with the most recent changes at the top, and older changes further down the list, which can be filtered from the tabs.

Activity log records cannot be deleted, but they can be filtered, and the details can be viewed to see what was changed, and by whom.