search

Step 1

To access client activity log, first you have to open Clients. For that, click on Clients on left menu.

user-guide-client-nav

Step 2

After you click the Clients, the system will direct you to the client page. To search your particular client, you can click the search button and type your client name, after that enter to search your client name.

user-guide-client-search

Step 3

After your particular client showed up, click your desired client.

user-guide-client-search-result

Step 4

Now you are in the client profile, after that, click on Activities to go to the activity log.

user-guide-client-activity-nav

Need more help? Ask us a question

Please let us know more of your details and our team will reach out to you very shortly.

scroll top