Log client interactions

When your team has done something for a client, it can be beneficial to log what was done. This makes it easy for anyone on the team to review recent actions or see a history of previous interactions.

Logging account activity

  1. Go to Task Manager > My Work > My Accounts view.
  2. Click on the Account name,
    • If you don't see the account, you may need to remove yourself from the active filters.
  3. Enter details about the activity in the 'Account Activity' field.
    Task-Manager.png
  4. Choose the type of activity and log the activity by selecting any of the below activity options. Currently, the following activity types are available:
    • video_call-24px.svg - Had a video call
    • email-24px.svg - Sent an email
    • phone-24px.svg - Had a phone call

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