Audit & Change Log Tracking for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

Change Logs adds a powerful, configurable audit trail to your Perfex CRM. Select which fields to monitor per module and instantly see what changed, from what to what, who changed it, and when—directly inside each record.

KEY FEATURES

• Audit Configuration (Admin): choose exactly which fields to track per entity
• Automatic change logs: Captures Field, Old value, New value, Changed by, Changed date
• Embedded UI: . “View Change log” appears inside the relevant record (tabs) and via modals where appropriate (e.g. Contacts/Items)
• Human‑readable values: converts raw IDs/flags into friendly labels (statuses, Yes/No, client/staff names, payment modes, taxes, etc.)
• Permission-aware: respects staff permissions for viewing logs and managing configuration

Why you need it

Improve accountability and transparency across your team

Supported entities

You can track the following entities: Projects, Customers, Contacts, Contracts, Invoices, Estimates, Proposals, Credit Notes, Payments, Tasks, Expenses, Staff, and Items.

Troubleshoot “who changed this?” in seconds

Meet internal compliance and reporting needs with minimal setup

DEMO

Admin Username

Password

Support

VERSION HISTORY

 Initial Release