ExtraaEdge Docs
  • Welcome to EdgeHub - ExtraaEdge Product PlayBook
  • What is EdgeHub ?
  • CRM Overview
    • Lead List
    • My Followups
    • Failed Leads
    • Marketing Campaigns
  • Adding New Leads
    • Quick Add Lead Form
    • Add Lead Form
    • Bulk Upload
    • Automated Lead Capture with ExtraaEdge CRM
  • Managing Leads
    • Searching a Lead
    • Comma-Separated Global Search
    • Update/Edit lead details
    • Steps to Refer a Single Lead
    • Steps to Refer Bulk Leads
    • Steps to Refer Leads in Round Robin Manner
    • Update lead Status & Sub Status
    • Activities Tracking
    • Sorting Leads
    • Delete a Lead
  • My Followups
    • Adding Followup
    • Pending Followup
  • SMS Messaging To Leads
    • Sending SMS to Individual Lead
    • Sending SMS to multiple leads
  • Emailing Leads
    • Sending Email to one lead
    • Sending Email To Multiple Leads
  • Communication Automation
    • Drip Marketing
  • Calling Leads (Click to Call)
    • Calling using IVR
    • Calling using ExtraEdge Mobile App
  • Bulk Activities
    • Downloading Leads
      • Enabling Pop-Up Notifications for Seamless Data Downloads
    • Filtering Leads
    • Save List
    • Quick Actions
  • Settings Panel
    • Communication Templates
      • Creating Email Templates
      • Creating SMS Template
  • Advanced Features
    • Online Payment Collection
  • My Account
    • Forgot Password
  • Mobile App
    • Mobile Application Tutorial
    • App Permissions
  • API Docs
  • What's New in ExtraaEdge
  • All Help Videos
  • Our Story
  • TROUBLESHOOTING FAQ
    • How to hard refresh your browser
    • How to clear your mobile app cache
  • WhatsApp Business API
    • How To Create WhatsApp Templates -
    • Sample Templates -
    • How To Send Individual WhatsApp -
    • How To Send Bulk WhatsApp -
    • How To Create WhatsApp Automation
    • How To Track WhatsApp Activity-
    • How To Check WhatsApp Analytics-
    • Automation Rules To Start Off With Automation Easily -
    • Do's And Don'ts For Creating Effective WhatsApp Templates -
      • Best Practices on Sending WhatsApp Outbound
    • Template Guidelines By Meta -
      • Common WhatsApp Business Message Failure Codes
  • Application Tracking System
    • Application Form Tracking System
    • Application Journey -
  • ANALYTICS DASHBOARD
    • CRM Analytics Dashboard
  • ARTICLE
    • "Best Practices for Error-Free Communication Templates"
  • DATA SECURITY & PRIVACY
    • How ExtraaEdge Ensures World-Class Data Security
      • Compliance & Certifications
      • Infrastructure Security
      • Technical Protection Measures
      • Customer Data Protection Measures
      • Legal Protections
      • Continuous Monitoring & Threat Prevention
      • Conclusion
  • Resolving Communication Template Errors
  • Diagnosing Email and SMS Delivery Failures
  • Resolving Communication Automation Failures
  • Guidelines For Handling Customization Requests
  • Monitoring and Logging User Activity in ExtraaEdge CRM
  • FAQs
    • What is an Admission CRM
  • Troubleshooting IVR Calls Connectivity Issues
  • Handling WhatsApp Business API Integration Issues
  • Handling Duplicate Lead Issues Internally
  • Resolving Mobile App Cache and Refresh Issues
  • Fast Answers to simple questions
Powered by GitBook
On this page
  • 1. Accessing User Activity Reports in ExtraaEdge CRM
  • 2. Setting Up Detailed Logging for User Activity
  • 3. Recommended Tools for Monitoring User Activity
  • 4. Data Retention Policies for Logging
  • 5. Key Takeaways for Effective User Monitoring

Monitoring and Logging User Activity in ExtraaEdge CRM

Track login reports, communication logs, and performance metrics via the Analytics Dashboard to enhance productivity, troubleshoot issues, and ensure data security.

Effective user activity monitoring and logging play a crucial role in tracking productivity, identifying issues, and ensuring data security. With ExtraaEdge CRM, you can analyze user performance, monitor login activity, and review communication efforts using the Analytics Dashboard. This guide explains how to set up detailed logging, analyze user activity, and implement data retention policies for better decision-making.


1. Accessing User Activity Reports in ExtraaEdge CRM

To monitor and analyze user activity, follow these steps:

Step 1: Navigate to the Analytics Dashboard

  1. Log in to your ExtraaEdge CRM account.

  2. Select Analytics Dashboard from the menu.

  3. Go to the Dashboard Index, where you’ll find a collection of productivity reports.

Step 2: Explore Key Productivity Metrics

Within the Analytics Dashboard, you can review:

  • Outcomes & Efforts Reports – Tracks interactions, follow-ups, and lead conversion status.

  • Essential Metrics – Provides key performance indicators related to CRM usage.

  • Calling Reports – Analyzes call logs, durations, and success rates for counselors.

  • Login & Logout Reports – Helps track working hours, system access, and possible security concerns.

  • Performance Analysis – Compares activity levels of counselors and managers, allowing for performance benchmarking.


2. Setting Up Detailed Logging for User Activity

Logging user activity ensures accountability, security, and troubleshooting efficiency. Here’s how to configure detailed logs:

A. Enabling Logging Features

Most user actions in the CRM—such as lead updates, communication logs, and status changes—are automatically recorded. However, for more in-depth tracking:

  • Enable System Logs – These capture login attempts, API requests, and user actions.

  • Activate Call and Message Tracking – Ensures all communication records are logged properly.

  • Monitor Data Modifications – Tracks changes made to leads, forms, and workflows.

B. Identifying Root Causes of Support Issues

By maintaining detailed logs, you can quickly identify technical issues, user errors, or suspicious activities. Here’s how:

  • Login Issues: If a user is unable to access the CRM, check login logs for failed attempts or unauthorized access attempts.

  • Performance Drops: If counselor productivity decreases, analyze effort reports to pinpoint causes (e.g., fewer calls made, delayed follow-ups).

  • Data Integrity Issues: If lead information is missing or incorrect, review activity logs to see who last modified the data.


3. Recommended Tools for Monitoring User Activity

Using the right tools enhances tracking efficiency and prevents communication failures. ExtraaEdge CRM integrates with:

✅ Built-in CRM Analytics Dashboard – Provides real-time insights into user productivity. ✅ Audit Logs & Activity Reports – Tracks every action performed within the system. ✅ Communication Tracking – Monitors emails, SMS, and WhatsApp messages sent through the CRM.


4. Data Retention Policies for Logging

To maintain data security and compliance, follow these retention guidelines:

📌 User Activity Logs: Store logs for at least 6-12 months to track trends and resolve disputes. 📌 Communication Records: Maintain call, email, and message logs for 90-180 days, depending on compliance needs. 📌 Audit Trail Data: Keep modification logs for 1 year to ensure transparency in lead management. 📌 Access Logs: Retain login and logout history for at least 6 months to detect unauthorized access attempts.


5. Key Takeaways for Effective User Monitoring

🔹 Regularly review user activity reports in the CRM for performance insights. 🔹 Utilize logging tools to track communication efforts, logins, and system changes. 🔹 Analyze logs to troubleshoot issues like login failures, data discrepancies, or drop-offs in productivity. 🔹 Follow data retention policies to maintain security, compliance, and long-term visibility.

By implementing detailed monitoring and logging practices, you can enhance team efficiency, quickly identify support issues, and ensure smooth CRM operations. 🚀

PreviousGuidelines For Handling Customization RequestsNextWhat is an Admission CRM

Last updated 2 months ago