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8 Search results for Audit Trail

Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: New     View All Features in Build
Data Manager for Advanced Import, Export, and Mass updating under the Utilities->Data Manager menu. You can now Import/Export Bundles, Configurations, Required Items, Optional Items, Substitute Items (BCROS). You can also Import/Export Contacts and Vendors. This new advanced Export will save the DataSet in a CSV file format with the column headings. This enables you to easily open up this file in excel and make changes. Then you reverse the process and Import this file. No mapping is required. The option to backup your data before the Import is available (and highly recommended). This is an advanced feature that you must be very careful with. In addition exporting data, changing it in Excel, and then importing the changes, you can also just export out a formatted CSV file that only has the column headings in it so that you can enter new data to import. You can do this with Bundles, Configurations, Required Items, Optional Items, and Substitute Items. Import and Export activities are recorded in the Event Log for audit trail tracking. The use of the Data Manager is restricted to users with MasterRights and also the Misc Access Rights of "NonMasterRightsUser_CanExportFromDataManager", and "NonMasterRightsUser_CanImportFromDataManager". All the BCROS entities now have RecGUID, CreatedOn, and LastModifiedOn fields making it easy to see which records were recently imported in case you made a mistake when importing new records you know which records you would need to delete to undo your error.
Version: 5.7    Build: 4.04    Release Date: 08/08/2022     Type: New     View All Features in Build
For QuickBooks users, when exporting to QuickBooks, if another user has the Quote open that you want to export, you will now have a prompt that lets you continue with the export even though there is a chance the other user will overwrite your changes. The choice will be logged in the event.log for audit trail purposes.
Version: 5.6    Build: 1.09    Release Date: 01/04/2021     Type: New     View All Features in Build
There are now Audit Trail entries for when a User is deleted, a Group is deleted, a Group is created, or when a Group is renamed.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
When a user deletes a products folder, it there will now be an Audit Trail record of it in the event.log.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
When documents are deleted, that action is now logged in the event.log, like this: [AuditTrail] John Lewe deleted document 'FLAQ1964' (DocID=3365)
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
The action of "DocumentDeletedFromQuoteValet" is now added to the Document Audit Trail log.
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Fix     View All Features in Build
When choosing File->Duplicate menu, the AuditTrail, ConvertedBy, and ConvertedRef fields were not getting cleared.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files".
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