{"id":30398,"date":"2026-07-31T11:49:35","date_gmt":"2026-07-31T11:49:35","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30398"},"modified":"2026-07-31T11:49:37","modified_gmt":"2026-07-31T11:49:37","slug":"sage-crm-audit-record-view-and-change-tracking","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/07\/31\/sage-crm-audit-record-view-and-change-tracking\/","title":{"rendered":"Sage CRM Audit: Record View and Change Tracking."},"content":{"rendered":"\n<p>In Sage CRM, one of our clients required a solution to monitor user activity on the <strong>Case<\/strong> entity. They wanted to know not only <strong>who modified a record<\/strong>, but also <strong>who viewed it and when<\/strong>. This level of auditing helps organizations improve accountability, maintain data integrity, and meet compliance requirements.<\/p>\n\n\n\n<p>To address this requirement, we developed an <strong>Audit Tracking<\/strong> solution that records both record modifications and record views. The solution introduces two new tabs within the<\/p>\n\n\n\n<p>Case entity:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Changed Details<\/strong><\/li>\n\n\n\n<li><strong>Viewed By<\/strong><\/li>\n<\/ul>\n\n\n\n<p>These tabs automatically capture user activity without affecting the existing workflow, providing a complete audit trail for every Case record.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Solution Overview<\/h1>\n\n\n\n<p>To implement this requirement, we enhanced the Case entity by adding two dedicated audit tabs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Changed Details<\/h3>\n\n\n\n<p>The <strong>Changed Details<\/strong> tab records every modification made to a Case record. Whenever a user updates the record and saves the changes, the system compares the previous values with the updated values and creates an audit entry for each modified field.<\/p>\n\n\n\n<p>Each entry contains:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Updated Date &amp; Time<\/li>\n\n\n\n<li>Updated By<\/li>\n\n\n\n<li>Field Name<\/li>\n\n\n\n<li>Old Value<\/li>\n\n\n\n<li>New Value<\/li>\n<\/ul>\n\n\n\n<p>This allows users and administrators to view a complete history of changes made to the record.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"874\" height=\"286\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-9.png\" alt=\"\" class=\"wp-image-30399\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-9.png 874w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-9-300x98.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-9-768x251.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-9-660x216.png 660w\" sizes=\"(max-width: 874px) 100vw, 874px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Viewed By<\/h3>\n\n\n\n<p>The <strong>Viewed By<\/strong> tab tracks record access. Every time a user opens or reloads a Case record, the system automatically creates a new entry capturing the user who viewed the record along with the corresponding date and time.<\/p>\n\n\n\n<p>Each entry contains:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User<\/li>\n\n\n\n<li>Date &amp; Time<\/li>\n<\/ul>\n\n\n\n<p>This provides complete visibility into who has accessed the record, even if no modifications were made.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"875\" height=\"319\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-10.png\" alt=\"\" class=\"wp-image-30400\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-10.png 875w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-10-300x109.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-10-768x280.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/07\/image-10-660x241.png 660w\" sizes=\"(max-width: 875px) 100vw, 875px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\">User Experience<\/h1>\n\n\n\n<p>The auditing process is fully automatic and requires no additional action from users.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tracking Record Changes<\/h3>\n\n\n\n<p>Whenever a user edits a Case record and clicks <strong>Save<\/strong>, the system automatically:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Compares the previous and updated field values.<\/li>\n\n\n\n<li>Identifies all modified fields.<\/li>\n\n\n\n<li>Creates an audit entry for each changed field.<\/li>\n\n\n\n<li>Displays the information in the <strong>Changed Details<\/strong> tab.<\/li>\n<\/ol>\n\n\n\n<p>For every change, the following information is recorded:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Updated Date &amp; Time<\/li>\n\n\n\n<li>Updated By<\/li>\n\n\n\n<li>Field Name<\/li>\n\n\n\n<li>Old Value<\/li>\n\n\n\n<li>New Value<\/li>\n<\/ul>\n\n\n\n<p>This enables users to review the complete history of modifications made to the record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tracking Record Views<\/h3>\n\n\n\n<p>Whenever a user opens or refreshes a Case record, the system automatically:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Identifies the logged-in user.<\/li>\n\n\n\n<li>Captures the current date and time.<\/li>\n\n\n\n<li>Creates a new audit entry.<\/li>\n\n\n\n<li>Displays the information in the <strong>Viewed By<\/strong> tab.<\/li>\n<\/ol>\n\n\n\n<p>For example, if the <strong>Viewed By<\/strong> tab is added to the <strong>Company<\/strong> entity, every time a user opens or reloads a Company record, a new entry is automatically created recording the user and the date &amp; time of the view.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Audit Information Captured<\/h1>\n\n\n\n<h3 class=\"wp-block-heading\">Changed Details<\/h3>\n\n\n\n<p>For every field modification, the following information is stored:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Updated Date &amp; Time<\/li>\n\n\n\n<li>Updated By<\/li>\n\n\n\n<li>Field Name<\/li>\n\n\n\n<li>Old Value<\/li>\n\n\n\n<li>New Value<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Viewed By<\/h3>\n\n\n\n<p>For every record view, the following information is stored:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User<\/li>\n\n\n\n<li>Date &amp; Time<\/li>\n<\/ul>\n\n\n\n<p>This creates a complete audit history of both record access and record modifications.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Key Benefits<\/h1>\n\n\n\n<p>The Audit Tracking solution provides several important business advantages:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Complete Visibility<\/li>\n\n\n\n<li>Improved Accountability<\/li>\n\n\n\n<li>Better Data Integrity<\/li>\n\n\n\n<li>Enhanced Security<\/li>\n\n\n\n<li>Easier Troubleshooting<\/li>\n\n\n\n<li>Compliance Support<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Conclusion<\/h4>\n\n\n\n<p>The <strong>Audit Tracking<\/strong> solution enhances Sage CRM by providing complete transparency into user activity. Through the <strong>Changed Details<\/strong> and <strong>Viewed By<\/strong> tabs, organizations can monitor both record modifications and record access without requiring any additional effort from users.<\/p>\n\n\n\n<p>By automatically capturing <strong>who viewed a record, who modified it, what was changed, and when the activity occurred<\/strong>, this customization improves accountability, strengthens data security, and simplifies troubleshooting. The same approach can also be extended to other standard or custom Sage CRM entities, making it a flexible solution for organizations that require comprehensive auditing across their CRM system.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage CRM, one of our clients required a solution to monitor user activity on the Case entity. They wanted to know not only who modified a record, but also who viewed it and when. This level of auditing helps organizations improve accountability, maintain data integrity, and meet compliance requirements. To address this requirement, we\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/07\/31\/sage-crm-audit-record-view-and-change-tracking\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,192,332,3986,4680],"tags":[893,2010],"class_list":["post-30398","post","type-post","status-publish","format-standard","hentry","category-crm72","category-integration-sage-crm","category-sage-crm","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2025","tag-customization","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Audit: Record View and Change Tracking. - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/07\/31\/sage-crm-audit-record-view-and-change-tracking\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM Audit: Record View and Change Tracking. - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, one of our clients required a solution to monitor user activity on the Case entity. 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