Tracking Record Views

Overview

Record view tracking shows when a supported entity record was opened by a user.

What this feature does

It connects a view event to a specific record where possible, such as a project, task, invoice, client, ticket, or other supported entity.

Why it is useful

• It helps review access to important records.
• It can show who looked at a record before or after a change.
• It supports access accountability for sensitive data.

Who should read this?

RISE Admin, Security Officer, Team Manager.

Where to find it

Rise Audit Pro → View Log, and supported RISE CRM entity pages.

How to use it

1. Open a supported record as a user.
2. Open View Log.
3. Filter by entity type or user.
4. Review the recorded view events.
5. Compare with Activity Log if a change happened later.

Example workflow

Before investigating an invoice update, the admin checks View Log to see which users viewed the invoice on the same day.

Screenshot

Common mistakes

• Assuming unsupported custom pages will be tracked.
• Treating record views as edit activity.
• Not limiting access to View Log because it may expose sensitive usage patterns.

Related articles

• Tracking Invoice Views
• Tracking Project Views
• View Tracking on Entity Pages