Are you looking to improve data governance, compliance, and security in your Workbooks CRM system? The Audit Extension might be just what you need. This powerful add-on provides comprehensive tracking and reporting capabilities, giving you greater visibility into your CRM data and user activities.
So attention Workbooks Users, tune into our next Workbooks 101 event where we explain all. This short webinar will be on Wednesday 25th September at 2pm UK time.
And the key Features of the Audit Extension:
1. Detailed Change Tracking: Monitor all modifications made to your CRM records, including who made the changes, when they occurred, and what specific fields were altered.
2. Historical Data Snapshots: Capture complete record states at specific points in time, allowing you to review how your data has evolved.
3. User Activity Logs: Track user logins, logouts, and system access patterns to enhance security and identify potential issues.
4. Customizable Audit Rules: Set up tailored auditing rules to focus on the most critical data and processes in your organization.
5. Advanced Reporting: Generate in-depth audit reports to analyze trends, investigate discrepancies, and demonstrate compliance.
Why Consider the Audit Extension?
1. Improved Data Integrity: By tracking all changes, you can quickly identify and rectify errors or unauthorized modifications.
2. Enhanced Compliance: Meet regulatory requirements by maintaining detailed audit trails of your customer and business data.
3. Increased Accountability: Foster a culture of responsibility by making user actions transparent and traceable.
4. Better Decision Making: Gain insights into how your data evolves over time, informing strategic decisions and process improvements.
5. Streamlined Troubleshooting: Quickly investigate and resolve data-related issues by reviewing the comprehensive change history.
If you rely on Workbooks CRM to manage critical business data and processes, the Audit Extension offers a robust solution for maintaining data integrity, ensuring compliance, and improving overall system governance. By providing a clear view of who's doing what in your CRM, this add-on empowers you to make more informed decisions and maintain the highest standards of data management.
For more information and pricing, please contact Wizard Systems.
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