Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Activity Logs and Record History
See who changed what in your workspace, choose how long entries are kept, and find the history of a record.
Activity Logs show who changed what in your workspace, and when. Each order, client, invoice and ticket also has its own history.
Overview
This guide shows how to search the log, how long entries are kept, and where to find the history of a single record.
Who Can Access
Step-by-Step Guide
Open the log
Go to Settings → Activity Logs. Each entry shows the activity, who did it, their IP address, the type and the date and time.
Find an entry
Search by action or table and click Search. Pick a date, or filter with All log types. Click Refresh to load new entries, and choose 10 to 100 entries per page.
Choose how long to keep entries
Use the retention list: Keep everything, Keep 1 year or a number of days.
Clear old entries
Clear older than… removes entries older than 30, 60, 90, 180 or 365 days, or everything. It removes them for this workspace only and can’t be undone.
History of a Single Record
Orders, clients, invoices, tickets, team members, remote members and subscriptions each have a History page with everything that happened to that record. Open the record and go to its history. For orders, see Order Ratings and History.