To view the user access logs for a CRM communication

An audit trail is maintained for each individual communication to capture the frequency with which the record is accessed and by whom. Each new entry log added to the audit trail stores the name of the end user accessing the CRM communication, together with the date and duration of access.

The procedure to view the user access logs for a CRM communication is as follows:

1. Using the Advanced search spy-glass (), select CRM Communication as the Search for and Search by category, and enter the Communication ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Communication Details window is displayed.
3. Click on History. The History tab is activated, revealing an access audit trail for the communication in the Access History summary table 1. Certain fields are worthy of special note and are captured in the table below.
4. Click on Close.

Tip

1 By default, all access logs are displayed in chronological order; to aid the selection process, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start date range, communication method, company) to ensure that the correct CRM communication is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

See related topics...

CRM communication management overview

To view the status history of a CRM communication

Using the search facility