New features
Enhanced Audit Log
We have introduced a brand new, enhanced audit log that includes a range of new capabilities.
- Every audit item now contains a Record ID, allowing you to link back to a specific account, lead or contact
- The screen is now filterable by a Record ID, allowing you to view only changes for a specific company or contact
- We have introduced an export function from the Audit Log to either Excel .xlsx or pdf format, allowing you to produce audit reports easily
- We now audit setting changes made in Administrator
- Changes to custom fields and dropdown values are also now audited
The loading speed of the Audit Log is significantly improved.
Activity Feed notes included in ‘Updated On’
Adding or updating a note to the Activity Feed of a Lead or Account will now be included in the ‘Updated On’ date within the Lead or Account module grids. Previously only Master Details or Trading Profile updates were considered.
This powerful change allows you more detail in understanding when a record has been updated.
Mobile & visual enhancements
As part of our continual improvement process, we have made further improvements and optimisations to the user interface & user experience (UI & UX) of the BuddyCRM application on a mobile device.
Some of the system areas that have been tackled include:
- Marketing > Contact
- Marketing > Automation