Audit Log
The Audit Log keeps a log of most changes made to AdvisorEngine CRM over a set span of days. From this area of the CRM you may perform the following functions:
- View changes made to any part of your database, both the current and previous data.
- Change the number of days to retain the log.
- View the history of User Logins.
View Changes
To look up a particular edit within AE CRM, begin by entering the date range that you expect the change occurred. Once you’ve entered the date range, click .
Below the date range a list will populate of tables that had edits during those date ranges. Select the table that the edit you are looking for would’ve been made on.
Selecting a table will populate the grid on the right of all the edits made to that table in the date range specified. You can open the Record that the edit was associated with by clicking . To view the actual changes, both the original and changed data, click .
Change Log Duration
By default, the log of changes made to your database are retained for 90 days. You may edit this setting to retain between 1-365 days or indefinite.
Click in the upper right to enter in a number of days to retain the log. Enter 0 (zero) to retain Audit Log data indefinitely. Click to enable your change and close.
User Login History
This tab displays a log of all users (dates and times) who have logged in to AE CRM. Use the right menu to save or export this list. Click the field chooser to add additional column options that may not currently displaying.
Related Articles
Login Security
Login Security allows the AdvisorEngine CRM Firm Administrator to set parameters for user login. To access Login Security, navigate to Settings > Login Security from the Site Nav bar. The following options may be customized: Use Challenge Questions: ...Can't Log In to AdvisorEngine CRM
If you are unable to log in to AdvisorEngine CRM, the steps you need to take will depend on the following: Have you unsuccessfully tried to log in five or more times? If so, you will need to contact an Administrative User at your firm to remove the ...Can't Log In to the Local Outlook Add-in
If you are entering your username and password into the Local Outlook Add-in and are unable to successfully log in, there may be an issue with your system time. First verify that your username and password are correct and your account is not locked ...Making Mass Changes to Records
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Record fields, saving the need to edit each Record individually. The Record Data Change Tool allows edits to the following Record fields: Classifications Tags Interests ...Measuring Your Firm's Use of AdvisorEngine CRM (KPI's)
Evaluating the adoption and efficiency of how your employees or team members are using your CRM will help you determine the additional training or internal process review necessary to make you more efficient and thus, more profitable. Here are a few ...