**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):