Audit Logs & Calendars

Written By Lu Benavides (Collaborator)

Updated at July 18th, 2024

Audit Logs provide a record of all activities within the system, they are instrumental in tracking the source of changes, ensuring data integrity, and making troubleshooting easy. For the Calendars, they also help you view extra information about the appointments or changes to them. This helps keep accountability across team members and saves any missing appointments and their information.

How Does It Work?

To look for Calendar information you need to start by accessing the Audit Logs section of your system. This will contain all information for actions performed in your CRM, to limit it to Calendars click the Module filter and select Calendars

When filtering those results you can do so based on the user or the type of action, in both cases just open the drop-down menu and click on the desired user/action.

If you need to look for the actions related to a specific calendar go to Calendar Settings and copy the Calendar ID.

Once you have the Calendar ID you can enter it in the search bar, now the Audit Logs will be only for that calendar.

Restore Function

Have you ever deleted a Calendar by accident? There's nothing to worry about. Inside the Audit Logs, you can recover deleted calendars, along with their appointments, by clicking on the Three dot icon next to the log entry and selecting Restore.

Now you are a master of Calendar Audit Logs! You are safer now than ever from your data being lost, accountability issues, or pieces of information missing, ensuring all Calendars and Appointments are well kept and monitored.

📌Important Notes

  • When restoring a calendar, appointments deleted within ±30 minutes of the calendar deletion time will be restored. Any appointments deleted outside of this timeframe will not be recovered.
  • Audit logs are retained for a maximum of 60 days. Ensure timely restoration of deleted calendars to avoid data loss.