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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.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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