**Mastering Audit Logs for Custom Objects: A Guide for Business Owners and CRM Users**
In today’s fast-paced digital landscape, managing data efficiently is crucial for businesses of all sizes. For small to medium-sized business owners, service providers, CRM users, coaches, and consultants, keeping track of data changes can be a daunting task. Fortunately, HighLevel has introduced an indispensable feature: Audit Logs for Custom Objects. This tool, exclusive to the $497 plan, ensures that you can effortlessly monitor and review key actions related to custom objects right from day one.
**What’s New in Audit Logs?**
Understanding and tracking the lifecycle of your data is now streamlined with audit logs:
– **Complete Tracking**: Capture every action, including creation, updates, and deletions of custom objects, object records, and associations.
– **Comprehensive Details**: Dive into the specifics of each change and explore how alterations occurred over time.
– **Efficient Filtering**: Utilize filters to navigate logs by module or action, making your audit process straightforward.
– **Enhanced Troubleshooting**: Boost accountability and ease the resolution of any issues involving custom objects.
**How to Access and Use Audit Logs**
Here’s a step-by-step guide to accessing and utilizing Audit Logs for custom objects:
1. **Navigate to the Correct Section**:
– Go to Subaccounts and select Settings. From there, proceed to the Audit Logs section.
2. **Filter and View Logs**:
– Within Audit Logs, apply filters by action (such as create, update, delete) or by module (Objects, Custom Objects, Associations) to view specific logs related to custom objects.
3. **Detailed Analysis**:
– For a deep dive into any recorded action, click the three dots (ellipsis) on the far right of the record and select View Details.
Utilizing audit logs effectively not only aids in maintaining a detailed history but also supports data-driven decision-making and problem-solving.
As you explore this feature, consider starting your 14-day trial with us to access our learning community. We specialize in building custom AI and automation solutions to meet your business needs. Get in touch today to tailor your own AI and automation systems and pave the way for smarter business management.
