Audit Logs for Contact Preferences

Keeping track of customer communication preferences is important for trust, compliance, and day-to-day organization. With audit logs in your CRM, you can quickly see what changed, who updated it, and when it happened, giving you a clear record of preference and subscription activity.

📌 Why This Matters

When your team updates contact preferences or subscription settings, it helps to have a reliable history of those changes. This makes it easier to answer customer questions, review internal activity, stay organized for reporting, and reduce confusion when multiple team members manage the same records.

✨ What’s New

  • Contact preference tracking: View which contact’s preferences were updated, who made the change, when it happened, and the previous and updated values.
  • Subscription update history: See which subscription type was changed, who updated it, when the change occurred, and what settings or details were adjusted.
  • Exportable records: Download audit records when you need documentation for reporting, reviews, or compliance purposes.
  • Better team visibility: Give your business a clearer picture of account activity so it’s easier to understand changes across your customer records.

🛠️ How to Use It

  1. Step 1: Open your CRM settings and go to Audit Logs.
  2. Step 2: Review the activity details for preference and subscription changes, including the user, affected record, timestamp, and specific updates made.
  3. Step 3: Export records when needed to keep documentation on hand for customer support, internal reviews, or compliance tracking.

đź’ˇ Pro Tip

Review audit logs regularly so your team can catch preference issues early, protect customer trust, and avoid missed messages that could cost you sales.

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