Special Messages
Last updated
Last updated
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User Adoption Monitor supports the following special messages apart from the CRUD operations. You will find sample entity configurations created for these when you install the sample data.
Note: 'checkincheckout' is applicable for OOB and custom entities – Lead, Opportunity, Quote, etc.
First, enable tracking for the following entities:
For Account: Set ‘Create’ to period ‘Daily’
For Contact: Set ‘Update’ to ‘Weekly’
For Lead: Set ‘Assign’ to ‘Monthly’
Upon Save, you will be notified that the Tracking has been enabled/disabled for selected entities.
You can verify the configurations by navigating to the Entity Configuration section of User Adoption Monitor.
Note: Through the User Adoption Tracking screen, you can only configure to monitor CRUD operations performed on entities. To monitor other actions performed by the user on the entities you need to create the User Adoption Entity Configuration Record manually.
For further queries, reach out to us at crm@inogic.com