Embedded Audit Tools Overview

Overview

Embedded audit tools are Rise Audit Pro features that appear inside normal RISE CRM pages instead of only inside the main plugin menu.

What this feature does

They bring history, quick stats, view tracking, watch controls, and change details closer to the records users are already working on.

Why it is useful

• Users do not need to leave the current record to understand its recent history.
• Project and task teams can review context faster.
• Administrators can connect a record’s timeline with the central Activity Log.

Who should read this?

RISE Admin, Staff User, Project Manager, Support Manager.

Where to find it

Supported RISE CRM entity pages such as projects, tasks, invoices, clients, tickets, estimates, proposals, contracts, and related record detail screens.

How to use it

1. Open a supported RISE CRM record.
2. Look for the History tab, audit panel, quick stats badge, or History button.
3. Open the embedded audit area.
4. Review changes, views, or timeline information.
5. Use the central Activity Log if deeper filtering is needed.

Example workflow

A project manager opens a project page and reviews the History tab to see recent updates without navigating to the main Activity Log page.

Screenshot

Common mistakes

• Assuming every RISE page has the same embedded tools.
• Giving client portal users access to internal-only history.
• Expecting custom third-party plugin pages to show embedded tools automatically.

Related articles

• Project History Tab
• Task Audit Panel
• Entity History Tabs
• Global History Modal