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Audit & Change Log Tracking for Perfex CRM

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 cha…

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Version: 1.0.2

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Description

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

NEWLY ADDED : Change Tracking now Include Custom Fields

Why you need it

Because Audit of not Activity.   Activity says Project has been updated . but Audit says ”John Snow changed project amount from $200 to $7000 on 23rd January 2025 (3 days ago)”

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

testadmin@gmail.com

Password

password@1234

Support

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.

VERSION HISTORY

Version 1.0.2 – 11th August 2026 NEWLY ADDED : Support Tracking Changes on Custom Fields General updates and Improvement Version 1.0.1 – 29th July 2026 Fix Audit log on Task Status General updates and Improvement Version 1.0.0 – 2nd April 2026 Initial Release