The CRM History contains the detailed information about employees' actions with CRM entities.

You can find the information about all CRM entities in the History section.

The table contains the following information:

• Date — the day and time when the change occurred.


• Entity — the name of the entity in which something has been changed.


• Title — the link to the entity.


• Created by — the name and the surname of the employee who made the change.


• Event type and Description — information about the change.

Use the filter if you want to find changes for a specific entity or for a specific day. There are also preset filters: created today, created yesterday, and created by me.

You can delete a record from the history, but it won't undo the action.

Let's say you deleted a record that you changed the Amount field in a deal, if you delete the record about it, it won't undo the change in amount.

There is a History tab in each entity form. You can find a list of changes there.

What records in the history will the employees see?

The employee will see the history of changes in the entities to which access is allowed.

If an employee has access permission to view only the entities he/she works with, he/she will not see entries related to other entities.