How to Use Audit Logs

This article will provide you with an overview of the Audit Logs area within BILT.

You are able to view the logs for various contact-related activities including calendar events, Opportunities, and Communication. This can be helpful in identifying and understanding sources of changes that are happening in BILT. 

 NOTE: Audit Logs are only visible to Account Admins, not Account Users.

Modules have ID’s tied to them that you can use to filter for specific locations, here is an example of how to retrieve them for contacts and calendars.

Part 1: Location

Step 1: Audit Logs

• Navigate to Settings

• Click on Audit Logs

• Apply Filt

Filters:

You can apply different filters to search for specific audit logs. Filters can be based on Contact or Opportunity ID, Selected Users (Staff members), Actions, Modules, and Date.

Document ID:

Search using the ID of any specific contact or opportunity.

Selected Users:

Select any staff member to display all records created, updated, or associated with them.

Actions:

Filter logs based on different actions such as created, updated, deleted, or restored.

Modules:

Use the modules list to apply filters based on specific features. While not all features are covered, important ones are available, allowing you to track logs associated with those features.

Date:

Filter the logs based on a specified date range.

Part 2: Details

Step 1: Viewing Details

• Click on the 3 horizontal menu dots

• Select View Details

• Expand additional information by clicking on any 3 horizontal dots within the menu

Audit Logs for Calendar Settings:

Audit Logs for calendars allow easy tracking of edits made to the calendars, including the timestamp, editor, and all modifications.

Key Features:

• You can effortlessly check edits to thecalendars, including who made the changes, when they occurred, and what specific settings were modified.

• This feature simplifies troubleshooting and provides precise insights into any adjustments made, ensuring transparency and accountability.

• To make it simpler, we are now also showing calendar ID in the calendar settings.

How to Use?

• Navigate to Settings > Audit Logs.

• Select "Calendars" under the module to view changes across all calendars.

Alternatively, for a specific calendar:

• Access Calendar Settings and copy the calendar ID.

• Proceed to Settings > Audit Logs.

• Paste the calendar ID in the 'Document ID' search box and get all the details specific to that calendar.

Track audit logs for refunds:

• You can see the refund actions processed from a sub-account under Settings -> Audit Logs

• Logs will capture all failed as well as successful full/partial refunds processed within a sub-account

• It makes it easy to keep track of any amount that was refunded back to the customers and the user who refunded it

• The details capture the refund status, notes, the business user who performed the refund, type of refund along with other details