Set Up Audit Trail Reporting

Use the Audit Trail Reporting feature to keep track of changes made to your Info Center and Configuration records. Audit trails are triggered when users perform update, delete, and insert actions. Ajera CRM supports Audit Trail Reporting at both the record level and the field level.

To set up auditing, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > System Settings.
2. On the General System Settings form, click the Audit Trail tab.
3. Complete or modify the fields on this tab.
4. Click Save.