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Tracking User Activity?

New Member
Posts: 19
Country: United States

Tracking User Activity?

Hi All,

 

I was wondering if ACT has some type of audit trail. We've been seeing appointments and tasks disappear from the schedule, apparently, one of my employees is doing that. Is there a way to see which employee is doing it, since they all have separate user IDs? I tried looking at History/Notes but none of that type of activity shows up. I'm thinking there must be some way to track who did what in ACT, but haven't found it yet.

 

Running ACT! Pro 2013 Version 15.0.301.0.

 

Thanks for any help.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Tracking User Activity?

[ Edited ]

Look at your history tab for starters to see if your desired info is already logged?

If not, put your cursor in the field you want to monitor history changes, then Tools / Define Fields

double click the desired field name, place a check in the box to Generate History.

Also on History Tab

there is a drop down for Types

make sure there is a check in the box for System Changes

 and the sub eliments within  System

  checks in all the boxes of System including Field Changed

or select All Types

There are other security things you can do but this is a big start

. Smiley Happy cheers - FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 19
Country: United States

Re: Tracking User Activity?

Sorry, couldn't really follow what you were sugegsting. I'm trying to see who deleted a meeting that was previosuly in the calendar. It definitely doesn't show in the history of the users; we are never able to see who deleted appointments, who closed out tasks, created followup, etc. But, I can't really follow what you are suggesting, could you possibly be a bit more specific for what I'm trying to do?

 

Thanks.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Tracking User Activity?

[ Edited ]

I added some to my post above.

You can edit the values of a given field to see if and when and who changed it.

 

The new info on my post above re use of History Tab may help you?

ACT! Premium givesd you more security.

You can make some things Public or Private in ACT!

 see your record info tab  public or private

 

Also Manage Users Security role

Tools / Manage Users

double click on deisred user to edit user info and security role.

Not sure if one of these roles will prevent them from deleting activities, but it might.

see this knowledgebase search for details

http://kb.sagesoftwareonline.com/app/answers/list/p/6512/search/1#s=eyJzZiI6eyIxNzYiOnsiZmlsdGVycyI6.....

 

Hope this helps - cheers - FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 19
Country: United States

Re: Tracking User Activity?

Will give it a try, thanks. When I choose Tools/Define Fields, it tries to lock the database and kick out all users. Is that normal?

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Tracking User Activity?

[ Edited ]

All other users, close out of ACT.

 

Also note

when scheduling activities, in lower left hand corner area of window, there is a Private BOX to put a check in.

This may also help.

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html