How do I use the activity log on your dashboard?
Once you are on your Dashboard page you should see your activity log on the right-hand side
- Click on the drop-down menu where it says "Select Event Types" in gray
- You are able to select as many Event Types as you would like.
- Once an event is selected you can scroll through by day and by event type
How do I use the activity log on a specific customer profile?
Once you find your customer under "Contacts" and view the customer profile you should see the activity log for this specific contact on the right-hand side.
- Click on the drop-down menu where it says "Select Event Types" in gray
- You are able to select as many Event Types as you would like.
- Once an event is selected you can scroll through by day and by event type
Comments
0 comments
Please sign in to leave a comment.