Biginにすべての
操作レコードを保持

Biginアカウント内で実行されたすべての操作を今後の参照やコンプライアンスのために記録し、そのタイムラインを取得できます。Biginを使用して、CRMデータを定期的にバックアップし、削除したレコードをごみ箱からかんたんに復元できます。

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Zohoによる支援

  • Biginに操作のタイムラインを記録
  • CRMデータをクラウドにバックアップ
  • 削除したレコードをごみ箱から復元

実行されたすべての操作をタイムラインに記録

Biginアカウントで実行されたすべての操作のタイムラインを取得し、1つのウィンドウで時系列表示できます。監査ログをスプレッドシートとしてかんたんにエクスポートして、Biginから直接他の人と共有できます。

実行されたすべての操作をBiginに記録

Use filters for a thorough and precise view of past actions

Specify the action performed, the entity it was performed on, the user who performed it, and the time it occurred to find the specific audit logs you want to access.

Selecting an entity type in the audit log filter

貴重なデータをバックアップ

BiginからCRMデータを即座にバックアップできます。データがバックアップされると、ユーザーにも通知やメールでお知らせがあります。バックアップの開始からダウンロード可能なzipファイルの受信まで、プロセス全体を監査ログで追跡できます。

Biginのバックアップデータ

削除したレコードをごみ箱から復元

削除されたレコードはすべてごみ箱に入るため、再度必要になった場合はかんたんに復元できます。復元すると、削除されたレコードはすべて元のタブに戻ります。

ごみ箱からレコードを永久に削除することも選択できます。

Biginのごみ箱から復元された項目

Still not sure? Here are the answers to some frequently asked questions!

What is an audit log in Bigin?
Audit logs in Bigin are comprehensive, chronological records of all user activities in your CRM account. They capture actions such as record creations, updates, deletions, and data imports to provide transparency and accountability for every change made.
How can I access audit logs in Bigin?
To access audit logs in Bigin, go to Settings → Data Administration → Audit Log. You'll find a chronological timeline of all actions performed in your Bigin account, with options to filter specific records and export logs for further use.
What types of actions are recorded in audit logs?

Audit logs record a wide range of actions, such as the following:

  • Record creations, edits, approvals, and deletions
  • Data imports and exports
  • Installation and deletion of toppings
  • User role assignments and changes
  • Workflow modifications
  • Backup and restore actions
Can I filter and search in audit logs?
Yes, Bigin provides robust filtering options. You can filter audit logs by the action performed, the entity on which it was performed, the user who performed it, and the time it was performed.
Is it possible to export audit logs?
Yes. Bigin enables you to export audit logs as a CSV file, with the download link remaining accessible on the Audit Log page for seven days after the time of export.
Who can access audit logs in Bigin?
Only admins have permission to view and export audit logs for all users. Standard and other users can access audit logs, but can only see their own actions.
How do audit logs enhance security and compliance?
By providing a detailed history of all user activities, audit logs in Bigin help identify unauthorized actions, track changes, and maintain data integrity. This transparency is crucial for meeting regulatory requirements and ensuring organizational accountability.
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It is the absolute perfect solution for the salesperson in the field who just wants to quickly and effortlessly manage their pipeline on the go without getting bogged down into data entry or lost into a sea of various screens, setups, and options that ultimately take them away from being productive.

I found Bigin suitable and extremely easy to learn and utilise. I was worried if my assistants would learn it quickly, but to my surprise they became avid users in just two weeks time. Mobile apps and its connectivity with server is superb and quick. Overall, I am happy with the product.

It's absolutely awesome to use Bigin. We are now able to manage our business and customer conversations in a smarter way, for which we were looking for a CRM system previously. Real-time history of a conversation with multiple searching options makes it comfortable, even for entry-level incumbents. At a glance, the dashboard view is an excellent one for any decision-maker. Thanks for a great product and the support we have had from the Bigin team.

Seth CampbellChairman, FiveDoors Inc.
Anant TikoneManaging Director, Antech Microsystems
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