Activity and history
Every time someone creates, edits or deletes a document, Bizconnekt records it. You can read that record in two places: the timeline inside the document's Chat tab, and the Audit Logs screen.
Video coming soon: Read a document's historyThe timeline
Open the Chat tab. Between the comments, dotted rows record what happened to the document: who did it, what, and when. They include:
- Created, edited and deleted (a deleted one has a red dot).
- Status changes (amber dot).
- Approvals and rejections, with the approver's comment (green or red dot).
- Emails sent, with the recipient (blue dot).
- Follow-ups added or closed.
Rows for a parent show the documents they link to, as small tags with the number and type. A payment row also shows the amount summary.
See what changed
In the Workspace, an edit row carries View changes. Click it to see the fields before and after. In the Chat tab of a list's side view, the rows are text only, so use Audit Logs for the detail.
Audit Logs
The full record, searchable by document type, number and date, is in Audit Logs. It needs View on Audit.
Leads and enquiries
Leads and enquiries also have an Activity Logs tab in the Workspace where you log calls with + Log Activity. That is something you write yourself, not the automatic record.
On mobile
The Chat tab shows the same timeline. The Workspace on mobile can open the changes for an edit row. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Permissions
The timeline follows the document: anyone who can open the document's chat can read it. Audit Logs needs View on Audit. Nothing here can be edited or deleted.
Problems and fixes
An edit row has no View changes link
Open it from the Workspace, or search the document in Audit Logs.
A change I made is missing
Reopen the tab. A failed email is shown on the Emails tab instead. (India: E-way bill and e-invoice entries are kept in Audit Logs but not shown on the timeline.)