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
Log in to your ExtraaEdge CRM account.
Select Analytics Dashboard from the menu.
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.
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