Using audit logs to monitor deleted records
The Audit Logs feature in BoldSales helps administrators track system activities, including deleted records. This ensures transparency and accountability by allowing users to monitor and review changes made to CRM data.
Use cases
Security & compliance
Organizations handling sensitive customer data can track unauthorized deletions and take corrective actions.
User activity tracking
Admins can see which team members have removed records and when the action occurred.
Investigating workflow changes
If a crucial deal or task disappears, audit logs provide insights into who deleted it and why.
Steps to monitor deleted records in audit logs
Accessing audit logs
- Navigate to Setup > Security from the left side menu.
- Click on Audit Logs.
Filtering for deleted records
- Click the Filter icon.
- Under Category, select the relevant module (e.g., Pipelines, Contacts, or Tasks).
- In Action, choose Deleted.
- Set a Timestamp if needed.
- Choose the user who performed the action.
- Click Apply to display relevant logs.
Restoring deleted records
- Currently, BoldSales CRM does not support direct restoration of deleted records from audit logs.
- However, you can manually recreate the records using details from the log.
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Frequently asked questions(FAQs)
Who can access the audit logs?
Only users with Admin permissions can view audit logs.
Can deleted records be restored?
No, deleted records cannot be directly restored from audit logs. However, you can recreate them using the logged details.
Can I receive notifications when a record is deleted?
Currently, Boldsales CRM does not send alerts for deleted records. However, you can regularly review audit logs for such actions.
What information is recorded when a record is deleted?
The audit log captures:
- The record name and type
- The user who deleted it
- The IP address of the user
- The exact timestamp of deletion
