Data, privacy and security
Review the activity log
Practical Pixie CRM instructions for review the activity log, including where to go, what to check and how to confirm the change saved correctly.
Where to goUtilities → Activity Log
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for review the activity log, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Utilities → Activity Log in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Actor, Event/action, Date range, Related record.
- Then check Request/context evidence. Use verified information and do not fill optional values with placeholders.
- Work through Review the activity log using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Actor
Event/action
Date range
Related record
Request/context evidence
Checks before you finish
- Use the least destructive action available.
- Confirm permission and ownership context.
- Preserve audit evidence unless authorised policy says otherwise.
- Verify the resulting audit or status record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.