Review task-filter template activity logs
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use CRM activity evidence for template creation, updates and deletion.
Where to goAdmin Area → Utilities → Activity Log
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Use CRM activity evidence for template creation, updates and deletion. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the CRM activity log.
- Search around the time the template was created, updated or deleted.
- Match the action, staff member and template name.
- Use the event together with the owner-scoped template list when investigating a change.
Fields and options
Logged actionsAdd, update and delete template operations call the CRM activity-log function.
Rules and limits
- The activity log records the module action; it is not a versioned copy of every previous filter parameter.
Check it worked
- The activity-log review completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Related guides
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