Audit Logs

The audit log system records every significant action performed in Intellicon CRM — who did what, when, and what changed. This provides a complete change history for compliance, troubleshooting, and accountability.

Navigate to Admin > Audit Logs.

Audit Log System Overview

Every create, update, and delete operation is logged automatically by the AuditService. Log entries capture:

• Who performed the action (user ID and name)
• What was affected (entity type and record ID)
• When the action occurred (timestamp)
• What changed (old values, new values, specific fields modified)
• What action was taken (create, update, delete)

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Audit logging is automatic and cannot be disabled. Every API call that modifies data generates an audit entry. This ensures a tamper-proof record of all changes.

Viewing Audit Logs

The audit log page displays a paginated table of all log entries, newest first.

Column	Description
Timestamp	When the action occurred
User	Who performed the action
Entity Type	Module affected (Contact, Lead, Opportunity, etc.)
Entity	The specific record name/title
Action	Create, Update, or Delete
Changes	Summary of what changed

Click on any row to expand the full details.

Filters

Use the filter panel to narrow down log entries:

Entity Type Filter

Select one or more entity types:

• Contacts, Accounts, Leads, Opportunities, Deals, Tasks, Projects
• Users, Roles, Departments, Teams
• Pipelines, Stages, Settings
• All other tracked entities

Action Filter

Action	Description
Create	A new record was created
Update	An existing record was modified
Delete	A record was soft-deleted

Date Range Filter

Select a predefined range or custom dates:

• Today
• Last 7 days
• Last 30 days
• Last 90 days
• Custom range (date picker)

User Filter

Search for and select a specific user to see only their actions.

tip

Combine filters to investigate specific scenarios. For example, "Entity Type = Opportunities, Action = Delete, Last 30 days" shows all deleted opportunities in the past month with who deleted them.

Log Details: What Changed

Expanding a log entry reveals the full change details.

Create Action

Shows all field values set on the new record:

Action: Create
Entity: Lead "Acme Corp - Website Demo"
User: Jane Smith
Timestamp: 2026-03-18 14:32:05

New Values:
  name: "Acme Corp - Website Demo"
  source: "Website"
  priority: "High"
  owner: "Jane Smith"
  stage: "New"
  pipeline: "Standard Sales"

Update Action

Shows the old value and new value for each changed field:

Action: Update
Entity: Opportunity "Acme Corp Deal"
User: Tom Wilson
Timestamp: 2026-03-18 15:10:22

Changes:
  stage: "Proposal" → "Negotiation"
  amount: 45000 → 52000
  probability: 40 → 60

Delete Action

Shows the record that was deleted and its last known values:

Action: Delete (soft)
Entity: Contact "John Doe"
User: Admin User
Timestamp: 2026-03-18 16:45:00

Deleted Record:
  name: "John Doe"
  email: "john@example.com"
  company: "Example Corp"

Entity-Specific History

View the complete change history for a single record:

1. Open any record's detail page (Contact, Lead, Opportunity, etc.).
2. Switch to the Activity or History tab.
3. The audit trail for that specific record is displayed chronologically.

This is useful when investigating what happened to a specific record over time.

Example: Record History Timeline

Mar 18, 2026 14:32 — Created by Jane Smith
Mar 18, 2026 15:10 — Stage changed: New → Contacted (Jane Smith)
Mar 19, 2026 09:15 — Owner changed: Jane Smith → Tom Wilson (Manager Override)
Mar 19, 2026 14:00 — Amount updated: $30,000 → $45,000 (Tom Wilson)
Mar 20, 2026 11:30 — Stage changed: Contacted → Qualified (Tom Wilson)
Mar 22, 2026 16:00 — Priority changed: Medium → High (Tom Wilson)

Audit Log Retention

Setting	Default
Audit log retention	2 years
Archival	Older logs are archived but queryable
Export	Audit logs can be exported to CSV for external analysis

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Audit log retention is configured at the system level and typically matches your organization's compliance requirements. Consult your compliance team for the appropriate retention period.

Compliance and Security Use Cases

Data Protection Compliance (GDPR, SOC 2)

• Track who accessed or modified personal data.
• Demonstrate that only authorized users made changes.
• Provide evidence for data subject access requests.

Internal Investigations

• Investigate unauthorized data modifications.
• Track who deleted important records.
• Audit user activity for suspicious patterns.

Change Management

• Review all changes made during a release or migration.
• Verify that bulk operations completed correctly.
• Track configuration changes (role permissions, pipeline stages).

Reporting

• Export audit data for management reporting.
• Analyze change patterns (most-modified records, most-active users).
• Track compliance metrics (audit response time, data quality).

Best Practices

1. Review regularly — check audit logs weekly for unexpected deletions or permission changes.
2. Use entity-specific history — when investigating a single record, use the record's history tab rather than searching the global log.
3. Set up alerts — use workflows to notify you of sensitive actions (e.g., role changes, bulk deletions).
4. Export for compliance — regularly export audit logs for your compliance archive.
5. Train your team — ensure users know their actions are logged, which encourages responsible data handling.

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Next: General Settings — Configure company-wide settings.