View User Audit Log

It is sometimes useful to review the changes made by a specific CounterGo User. You can view the Change Log for a specific User, Quote or Account. 

  1. Go to Settings > Users & Roles > Users and click on a User.
  2. Click the View Change Log button. view change log
  3. You can scroll down through the changes or use the Find function in your browser to look for the name of a Quote or some other detail.change log
  4. Click the Options button if you want to broaden or narrow your Search.

    options to broaden or narrow search

  5. Select the number days and/or the action you're searching for. Click Apply.

    Select the number days and/or the action you're searching for

  6. Notice the Search results are now much more focused.

    search results will be more focused