Viewing and Managing Staff Activity in Britixo.

Introduction

Britixo CRM UK includes a detailed activity logging system that records every important action performed by staff members. From logging in and updating client records to sending invoices and modifying tasks — every event is timestamped and linked to the responsible staff account.

This feature helps managers monitor productivity, identify unauthorised activity, and maintain compliance with audit requirements.

Step-by-Step: Accessing Staff Activity Logs

📂 1. Navigate to Staff Activity Logs

• Log in to the Britixo admin panel.
  
  

• In the left-hand menu, go to Utilities → Activity Log.
  
  

📝 2. Understanding the Log Layout

The activity log shows:

• Date & Time of each action.
  
  

• Staff Member Name who performed the action.
  
  

• Action Description detailing what was done.
  
  

• Linked Record (e.g., client, project, invoice) — clickable for quick access.
  
  

🔍 3. Filtering Activity

• Use the search box to filter by staff name, client name, or action type.
  
  

• Apply date filters to review activity for a specific period.
  
  

📤 4. Exporting Activity Data

• Click the Export button to download logs in CSV or Excel format for record-keeping or further analysis.
  
  

📌 Best Practices

• Regularly review logs to ensure no unauthorised actions are taking place.
  
  

• Use logs for performance reviews to track completed work.
  
  

• Keep exported logs secure as they contain sensitive information.