Installation Guide
Install and Configure Audit Tasks
1. Locate the File
Locate the SugarCRM plugin on your computer. This will be named AuditTasks.zip.
2. Log in as an Admin
As a SugarCRM Administrative user, access the Module Loader tool.
3. Upload and Install the Plugin
Click "Upload" and select the file from your computer. Click to install the module, following the prompts as you go. Once the module is installed, the change is complete.
4. Select Fields to Audit
Open SugarCRM Studio, navigate to the Tasks module and select Fields. Select a field you wish to audit (e.g. Status or Assigned User). Click the "Audit" checkbox and click Save. From this point forward, changes to this field will be logged in the auditing system.
