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NEED HELP FIGURING OUT AUDIT LOG IN CANOPY!

Hi Everybody,
We’ve been hearing demand for an audit log for some time now. We’re starting to make plans to build it, but we need your feedback to make sure it fits our user's needs.

If you could have the perfect audit log:
1. What would be the most important activities to track? Emails? Edits to the contact record? Etc.
2. Where inside of Canopy would it make the most sense for it to live? On the contact? On specific tasks? Account-wide? Why?

Please leave any other comments or insights that you have!
Thanks for being part of the community
@TXLady @CZ1

Comments

  • HAckermanHAckerman Posts: 27 ✭✭✭

    Would like to add my support to this: Audit logs for everything!

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