Start with the affected record

Open Settings → Activity log and filter by date, user, action, or result. Use the customer, lead, job, document, delivery, or integration reference to narrow the history. Activity visibility follows role permissions, and only authorized administrators can review Company-wide events.

Read the event in context

An event records what changed, when it happened, the actor or system source, and the affected record. Delivery and automation events can also include a safe result or error code. Secrets, complete credentials, payment card data, and message-provider tokens are not shown.

Investigate before changing data

Compare the event with the current record and related delivery or automation history. Retry only when the action is safe and the underlying issue has been corrected. If support is needed, send the event time, safe reference, expected result, and visible error code. Never send passwords, API keys, verification codes, or full customer payment details.