I think it would be a great feature if you could have certain system actions show up in contact log or to pull up an enhanced/filtered audit trail. For example, it would be nice to see the entire order of events for a work order or customer including the date an item was created, stage changes, POs closed etc in one timeline. It would be nice to see the dates they changed and by who.
A check box to show system events would be a nice feature so that it’s not always showing those events. But it would incredible to see these things:
1. Date created
2. Every stage change (the original stage, new stage, date and by who)
3. PO Create/Closed dates related to customer or work order
4. WO reschedules Including original date and time and the new date and time and who changed.
5. Notes that are entered and what they were and what they changed too.
I am visualizing this as an enhanced audit trail. The audit trail useful for some limited things, but you can’t see an actual order of events and how things or notes change. I imagine this being in a style like the contact log so that you could see things like a stage changing and the customer being contacted as a result (i.e. PO is closed and stage changed to parts received) and then to see the customer was contacted as a result. Or a work order being completed and then that the invoice was sent or a payment was collected or customer emailed as a result. One cohesive stream of events and contacts.