Audit log: who changed what, and when

The audit log records every change to your business data: who made it, what changed (before and after) and when. That includes changes Duke made, with the name of the person who approved them, and changes made by automations.

Open the audit log

1. Go to Settings → Security and data.
2. Choose Audit log.

You need a role that can view the audit log (owners can).

What each entry shows

• When it happened.
• What happened, for example “Created contact” or “Changed lead”.
• Who did it:
  • a person's name;
  • Assistant, approved by a name, for changes Duke made after someone approved them;
  • Automation (with whose automation it is);
  • A member (member area), for changes customers made in the customer app;
  • System.
• How many fields changed.

Click an entry to see each field's value Before and After, and the address the change came from.

Filter the log

Use the filters at the top, then click Apply:

• Record: a type of record, such as Contact or Pipeline stage.
• Change: Created, Changed or Deleted.
• By: People, The assistant (approved), Automations, Members (member area) or System.
• Person: one member of your team.
• From and To: dates.

Click Clear to start again. The log shows 50 changes per page; use Older → to go back in time.

Export it

Click Export CSV to download the changes matching your filters (the newest 5,000) as a spreadsheet.