training-all

  • Accessing & Utilizing the Action Logs

    **Note: Action logs are searchable:

     

     

    **NOTE: THE FOLLOWING ARTICLE SHOWS YOU HAVE TO ACCESS INDIVIDUAL ACTION LOGS. TO ACCESS ACTION LOGS FOR YOUR ENTIRE INSTANCE, PLEASE SEE HELP ARTICLE "REPORTING - ACTION LOGS." 

     

    Accessing Action Logs

    *Note: The Action Log data available for users to view differs depending on user permissions. Customer information is restricted to protect privacy/security. 

     

    For Sales Reps (from 'Sales' page):

     

    For Techs (from 'Installations/Appointments' page):