Configuring audit trails

Use NexJ Studio to configure audit trails. Audit trails record actions that users perform in NexJ CRM.

Use event audit trails when you want to log create, update, and delete actions for all auditable objects in the system. Use attribute audit trails when you want to log create, read, update, and delete actions for object attributes that you specify.

Enable event audit trails to log user actions such as creating, modifying, and deleting contacts. Enable and configure attribute audit trails to track specific types of read and update actions in NexJ CRM. For example, configure attribute audit trails to log the history of all changes to a contact's name to meet legal and business requirements.

To enable event audit trails for your deployments, you specify the following audit mode in the environment file:
eventAudit
Logs create, update, and delete actions that users perform on objects, for example, creating or deleting a lead. This mode logs actions for all auditable objects in NexJ CRM.
To enable attribute audit trails for your deployments, you specify the object attributes that you want to audit. Then, you specify one or both of the following audit modes in the environment file:
readAudit
Logs read actions that users perform on objects, for example, viewing a contact. You can modify the default list of objects to audit based on attributes selected for read audit in the NexJ model.
updateAudit
Logs create, update, and delete actions that users perform on objects, for example, changing a contact name. You can modify the default list of objects to audit based on attributes selected for update audit in the NexJ model.

You can enable audit trails for a single deployment or for all deployments. However, the objects selected for read and update audits apply to all enabled deployments.

You can also enable user login auditing to log details about NexJ CRM user logins in the NexJ Audit database.

Note: Event audit trails are enabled by default. Attribute audit trails are disabled by default.

Audit trails display in the following locations:

  • Attribute audit trails display in the Audit Trail tab on applicable workspaces in NexJ CRM.
  • Event audit trails display on the Audit Trail screen in NexJ Admin Console.

For more information about viewing audit trails in NexJ CRM and NexJ Admin Console, see the NexJ CRM Administrator Guide.