Audit Trail of records

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  • webcrm
    Member
    • Aug 2014
    • 46

    #1

    Audit Trail of records

    Is there any way to turn on audit trail of modified data? For changes such as email address, physical address, name, phone number, delete action, etc should be audited.
  • alasdaircr
    Active Community Member
    • Aug 2014
    • 525

    #2
    And with this an undo rollback facility would be great

    Comment

    • paladin80
      Junior Member
      • Aug 2014
      • 11

      #3
      Hi. I think this will not be implemented in main product. Maybe much later it will be implemented as module or plugin to existing CRM.
      Anyway, you can implement it yourself. The CRM is open source.

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9964

        #4
        Hi

        You can set particular fields audited in metadata >> entityDefs.

        See application/Espo/Modules/Crm/Resources/metadata/entityDefs/Opportunity.json

        Change log will be printed in Stream panel.

        Comment

        • alasdaircr
          Active Community Member
          • Aug 2014
          • 525

          #5
          Originally posted by paladin80
          Hi. I think this will not be implemented in main product. Maybe much later it will be implemented as module or plugin to existing CRM.
          Anyway, you can implement it yourself. The CRM is open source.
          Don't know what you mean by "this would be a module or plugin" - this is core functionality clearly, so that it benefits all modules.
          Last edited by alasdaircr; 08-25-2014, 03:53 PM. Reason: typo

          Comment

          • alasdaircr
            Active Community Member
            • Aug 2014
            • 525

            #6
            I agree with you about the open source nature though.

            Comment

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