System Overview | Activity Logs #

The Activity Logs section, located under Admin Settings in the NexaPortal, is a vital tool for monitoring, reviewing, and tracking all changes made to leads, files, payments, commissions, and other system components. This feature boosts user transparency and enables a deeper analysis of ongoing processes.

📌 Categories #

At the top of the page, you’ll find various filters to help categorize and view specific logs:

• Lead: Changes to lead statuses

• Lead Item: Modifications to items added to leads

• Payment: Additions, edits, or deletions of payments

• Patient File: Updates to patient-related files

• Patient Form: Changes to patient forms

• Comments: Added or edited user comments

• Expenses: Recorded or updated expenses

• Commissions: Changes in amount or status of commissions

• Phase: Updates to sales or treatment phases

🔍 Activity Log Details #

Each row in the log displays:

• Activity Type (e.g., Lead Update, Payment Added)

• Performed by: User name or avatar of the person who made the change

• Timestamp: How long ago the change was made (e.g., 1 week ago)

• Change Values: Shows old vs. new values

• Additional Info: When applicable, includes details like patient name, phone number, username, etc.

⚙️ Features Available #

• Top Right Filter (Orange Icon): Apply advanced filters by time, activity type, user, and more

• Pagination at the bottom: Navigate through logs page by page with quick access to middle and last pages

✅ Main Uses #

• Monitor actions of users and sales staff

• Quickly track suspicious or mistaken changes

• Review the history of actions on any case or lead

• Generate management-level reports on key system trends

🔒 Security Note: All activities are logged automatically and cannot be edited, ensuring full transparency and system reliability.