Details Flowers Software | Tools for Floral Designers

New Feature: The User Activity Log

Written by Myranda Sauls | Dec 13, 2024 6:27:53 PM

We’re thrilled to announce the launch of our newest feature, the User Activity Log! Managing the ins and outs of your business just got easier with a tool designed to give you full visibility into your account's changes and activities. From tracking edits to monitoring daily user activity, the User Activity Log is your all-in-one solution for ensuring smooth operations.

Why You’ll Love the Details User Activity Log

In a busy floral business, staying organized and maintaining accountability is essential. The User Activity Log in Details Flowers Software gives you the tools to oversee the Who, What, When, and Where of any activity within your account. Here's why this is a game-changer:

Transparency is key to running an efficient and reliable operation. The User Activity Log lets you easily see who made changes and when they occurred. This level of visibility promotes accountability among team members, ensuring everyone is responsible for their work. Whether it’s a minor adjustment to a proposal or a significant update to a client’s details, you’ll always have a record, creating confidence and clarity in the behind-the-scenes operations of your business. 

Detailed insights into team activity empower better decision-making. The log tracks critical details like the date and time of each action, the user responsible, and what was updated, added, or removed. By understanding what’s happening behind-the-scenes, you can identify patterns, streamline workflows, and address inefficiencies precisely.

Enhanced Security to Your Details Account

The User Activity Log also significantly focuses on security. Each action is logged with an IP address, so you’ll know exactly where changes originated. This added layer of protection safeguards your account against unauthorized access, malicious activity, and accidental errors by team members. Tracking user-specific logs promotes accountability and minimizes the risk of errors or unwanted modifications.

Mistakes happen, but resolving them doesn’t have to be a hassle. The User Activity Log lets you quickly identify changes and dive directly into logged activities to review or resolve issues. This streamlined process removes the guesswork, ensuring any errors are addressed with minimal disruption to your workflow. Additionally, this feature provides valuable insights for our Support Team, offering detailed information to help diagnose and resolve problems more efficiently.

How It Works

To get started with the User Activity Log:

  1. Navigate to the Main Menu > Company > Client Activity Log.
  2. Explore a complete list of account activities, searchable by user, date range, context, and more.

Get exactly the insights you need with intuitive filters:

  • Context: Select main system areas like “Proposals,” “Clients,” or “Worksheet.”
  • Sub-context: Narrow down to specific features or pages within the selected context.
  • Type: Pinpoint-specific actions, such as adding a proposal or updating an event.

 

These filters simplify identifying the who, what, and when of any activity in your account.

To fully harness the User Activity Log’s power, every team member must have their own Authorized User Subscription. Having individual logins for each user is not just a technical requirement—it’s vital to maintaining clear accountability and efficient tracking within your account. Check out our blog to learn more about the importance of unique user logins. 

Adding users is simple:

  1. Go to Settings > Authorized Users in the Main Menu.
  2. Click Send Team Member Invite and fill out their details.

Not sure how to set up new users? Check out our support guide here: Account Information: Additional Users.

We can’t wait for you to explore the User Activity Log! Stay tuned for updates, and as always, please reach out to our support team with any questions!