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Logging in SalesRender in 5 Minutes

2 minutes

Security and transparency are key to building trust in any CRM.
At SalesRender, we’ve developed a flexible logging system so you always know who changed what, when, and from where.

Let’s break it down in just 5 minutes.

🔍 What Do We Log?

Pretty much everything. Seriously.

  • Creation, editing, and deletion of any entity
  • Orders, statuses, triggers, affiliates, plugins, projects, goals, and even API calls
  • Action source: specific user, user role, plugin, external API, or trigger
  • IP address where the action came from
  • Exact date and time
  • Before-and-after values for every change

🧾 One-Click Access to History

Each element in the CRM has a built-in History button:

Button

Just click — and you’ll instantly see a filtered list of changes related to that object.

⚙️ Clear "Before and After" Tables + Filters

  • Actions are color-coded by type:

    Green — for created items

    Blue — for edits

  • Powerful filters by role, user, date, IP address, and action type
  • Optionally hide usernames and IPs from specific user roles

📞 Call History Logged Separately

All call details are stored in a dedicated section:

  • Timestamp and duration
  • Call recording
  • Error codes (if call fails)

Calls

🔐 Security and Access Control

You can:

  • Hide customer phone numbers from call center agents
  • Restrict access to the CRM by IP address
  • Track every action using detailed logs

Together, these features protect your data and give you peace of mind as you scale.


Our support team will help you configure security settings and give you a full tour of our CRM!

Discover even more features on our website salesrender.com

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