For the IT Department
Comprehensive System Auditing
Logs for IT, Marketing, and Outlook Users
Logs cover all aspects of IntelliPad processing, marketing functions, and contact data management
All logs are provided on the IntelliPad Management menu (authorization required), and contact data logs are optionally provided for attorneys on the Marketing Page in Outlook (History of Changes).
Logs of interest to IT include: Application Messages, Batch Cycle Messages, Trace Messages, Outlook Tasks, and Library
Messages. These logs cover system processing, including actions that affect other applications, and are fully
explanatory.
Marketing logs include: Imported Changes, Reviewed Changes, Consolidations, Application Statistics, Outlook
Searches, Contact Communications. These logs cover IntelliPad functions for contacts and users, and provide details
such as date, time, user, source, column name, before and after data (where applicable), and descriptions of actions
taken by the program.
Contact data logs are Data Changes and Link Changes, which provide details of new, updated, and deleted contacts and
contact links (e.g. to companies and events). They include the same details described above. The images below show
the selection criteria page and sample log page for the Data Changes log (from the Management menu).
FAQ for this page
Does a CRM provide good system auditing?
Yes. The IntelliPad CRM provides dozens of logs that cover all aspects of IntelliPad processing, marketing functions, and contact data management. Every type of transaction is audited and logged.
Are any CRM logs specifically geared to IT concerns?
Yes, many. The IntelliPad CRM provides explanatory logs that cover system processing, including actions that affect other applications. Examples: Application Messages, Batch Cycle Messages, Trace Messages, Outlook Tasks, and Library Messages.
Are any CRM logs specifically geared to Marketing concerns?
Yes. IntelliPad’s logs for Marketing are too numerous to describe here. Every type of action that can be done in the application has a log, and some information is provided on multiple logs. Examples: Contact Data Changes, Contact Link Changes, Imported Changes, Reviewed Changes, Exported Changes, Consolidations, Contact Communications, Application Statistics, Mail Actions.
