Most single actions that you or other users in your system do (for example, changing a value of a field, deleting a record, merging a record, creating a record… etc) are logged and indexed under ‘Team> Activity Log‘. Also under this section, you can ‘Undo’ past actions. So for example, if you accidentally deleted some information from a record you can look up the action record of when you deleted the information and undo that action, which will restore the previous data back into that field.
On this live training call, we discussed…
- How to Create Custom Record Statuses.
- How to access the system activity log.
- How to access the activity log for property records and contacts in the system.
- How to Undo or revert a change to a record.