Activity log

Settings › Activity log is the full history of Sami B2B Onboarding in your store: each application decision, each email and automation run, each import, and the changes your team and your buyers made. Admins and reviewers can both open it.

Read the log

Go to Settings and click Activity log. The newest activity is at the top, 10 rows per page. Use the arrows under the table to go back further.

Column	What it shows
When	The date and time, such as “Oct 5, 14:30”.
Who	The team member’s name, Rule: and the rule’s name, Buyer, or System for what the app did on its own.
What changed	What happened, such as “Approved Acme Supply Co.” or “Application received · Acme Supply Co.”. Rejections and failures are in red.
Detail	More about it, such as the reason given, the result of an email or what a status changed from and to.

Each row says when it happened, who did it, what changed and the detail.

Narrow the log

The bar above the table has four tools. Use them together.

• View. Click the name at the left of the bar, All to start with, and pick a view:

  View	What it lists
  All	Everything.
  Applications	New applications, approvals, rejections, requests for more information, resubmissions, closed applications and what your rules did.
  Emails	Every email and automation run with its result, including the app’s writes to Shopify and test emails, plus changes such as edited answers, approval terms, a company’s status or a possible duplicate.
  Imports	Company imports from CSV files, syncs from Shopify, and each row an import skipped.

• Search. Type in the Search and filter box. It finds company names, team members’ names, rule names, file names and reasons.

• Who. Click in the search box and choose Who, then pick Your team, Automation rules, Buyers or System.

• When. Choose When, then pick Last 7 days, Last 30 days, Last 90 days or Last 12 months.

A filter you’ve added shows in the bar, for example “Who is Your team”. Click it to change it, or click its × to remove it. If nothing matches, the table says No activity matches. Click Show all activity to clear everything.

What gets recorded

Kind	Examples
Applications	“New application from Acme Supply Co.”, “Approved Acme Supply Co.”, “Requested information from Acme Supply Co.”, “Closed Acme Supply Co.: the buyer didn’t answer”
Rules	“Rule “US with valid tax ID” approved it”, “Rule “US with valid tax ID” matched”
Emails and automations	One row per email or automation an event sends, with its result
Test emails	“Sent a test email”, “Test email failed” with the reason
Your team’s changes	Edited answers, saved approval terms, a company’s status, the sales rep, who an application is assigned to
Checks	Possible duplicate companies, tax ID checks
Buyers’ changes	Contacts a buyer added, changed or removed from their company page in the customer account
Imports	Each CSV import and Shopify sync, and each skipped row with its reason
Data retention	“Applied data retention”, with how many applications expired and how many were deleted

Find out why an email didn’t arrive

1. Open the Emails view

   In Settings › Activity log, click All at the left of the bar and choose Emails.

2. Search for the company

   Type the company’s name in the Search and filter box, for example Acme Supply Co..

3. Find the row for the event

   Rows are named after the event that sends the email, such as “Application approved · Acme Supply Co.” for the Account approved email. An event that sends two emails, one to the buyer and one to your team, has a row for each.

4. Read the Detail column

   Detail says	What it means	What to do
   Email sent	The app sent the email.	Ask the buyer to check their spam or junk folder, and check the email address on the application.
   Not sent — this email is turned off. Turn it on in the form’s Email tab or in Settings › Email.	The reviewer asked to email the buyer about their decision, but that email is switched off.	Turn it on. See Edit email templates.
   Reviewer chose not to email the buyer	The person who made the decision chose not to email the buyer.	Nothing is wrong.
   No recipient address	There was no address to send to.	Check the application’s email, or your team’s recipients.
   Email not sent: the mail server didn’t accept it	Your mail server refused it.	Check Settings › Email. See Send from your own address (SMTP).
   Email not sent	Something else stopped it.	Contact support with the company name and the time on the row.

   

   The Detail column says whether each email went out, and why not when it didn’t.

If there is no row at all for the email, check two switches:

• The event’s switch under Automation › Automations. A switched-off event sends nothing and leaves no row. See Automations and Shopify Flow.
• The email’s own switch, in the form builder’s Email section or in Settings › Email › Store emails. An email that is turned off usually leaves no row either. The only row you see is the “Not sent” one above, when a reviewer asked to email the buyer.

Export the log

1. Narrow the log first

   Set the view, search and filters to the rows you want.

2. Open Export

   Click the export button (Export) at the right of the bar. The Export activity dialog opens.

3. Choose the rows and format

   Under Export, choose Current page, All activity or Matching your search. Matching your search exports the rows you narrowed the log to. All activity exports the whole log, whatever the filters say. Under File format, choose CSV for Excel, Numbers, or other spreadsheet programs or Plain CSV file.

   

   Export the rows you narrowed the log to, as a CSV file for your spreadsheet program.

4. Download

   Click Export activity. The file downloads with the columns When, Who, Type, Status, Company and Detail. For an email, Detail also names the email and the address it went to.

Next steps

• Edit email templates — turn on an email that was switched off.
• Send from your own address (SMTP) — fix emails your mail server refused.
• Team and roles — see who on your team made a change.
• Troubleshooting — more fixes when something doesn’t work.