How to monitor Audit Log in Zoho CRM

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The Zoho CRM audit log is a chronological record of user activity across modules and setup areas. It lets administrators track changes, verify user actions and review security related events, which is essential for accountability and compliance.

Availability

  • Available in paid editions.
  • Users with the Administrator profile or CEO role can view all logs. Other users can only view their own and their subordinates’ logs.

What actions are tracked

Module level actions

  • Leads, Accounts, Contacts, Deals: add, update, delete, mass update or delete, import or export, merge.
  • Activities (Tasks, Events, Calls): add, update, delete, restore, rollback.
  • Campaigns, Vendors, Quotes: add, update, delete.
  • Cases, Price Books, Invoices: add, update, delete, import or export.

Setup actions tracked

  • Email Templates, Workflow Rules: create, update, delete, activate or deactivate.
  • Users: add, edit user details.
  • Web Tabs, Web Forms: create, edit, delete.
  • Roles, Profiles, Groups: changes to security settings.
  • Field Dependencies: create or edit dependencies.
  • Workflow Execution Conditions: changes to triggers and actions.

How to view the audit log

  1. Log in to Zoho CRM.
  2. Go to Setup > Security Control > Audit Log.

The Audit Log page shows up to 3 years of data across all modules and users you have permission to see.

Using filters to find specific logs

  • Entity: choose a module, such as Leads or Contacts, or Users for setup actions.
  • User: view logs for a specific user or all users.
  • Action: filter by Added, Updated, Deleted, or all actions.
  • Time: choose Today, Last 7 Days, Last 30 Days, or a specific date range.

For example, to find all Leads added by a particular user in the last 7 days, set Entity to Leads, User to that person, Action to Added, and Time to Last 7 Days.

Audit logs for workflow rules

Every change to a workflow rule is logged in detail, including rule creation, editing and deletion, changes to execution conditions, locking or unlocking the rule, and adding or removing actions. Click View Changes to see the specific update.

How to export the audit log

You can export audit logs as a .csv file.

  1. Go to Setup > Security Control > Audit Log.
  2. Click Export Audit Log.
  3. Download the .csv file containing the log entries.

Export limits:

  • Up to 3 years or 1 million records can be exported.
  • If filters are applied, only the filtered entries are exported.
  • When filtering by Entity, User or Action, you must also set a time range within 180 days.

Frequently asked questions

How far back does the Zoho CRM audit log go?

It shows and can export up to the last 3 years of activity.

Who can see all audit log entries?

Users with the Administrator profile or the CEO role can view all logs. Other users can only see their own and their subordinates’ activity.

Is there a limit when exporting the audit log?

Yes. Up to 3 years or 1 million entries with no filters applied, and if you filter by Entity, User or Action you must also set a time range within 180 days.

Need help?

Need help reviewing or exporting audit logs in Zoho CRM? Contact support@thoughtlogik.com or see our Zoho implementation services.

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