Client Activity Log

In the activity log, the system will display to you the actions and transactions that occurred on the client’s file showing the date & time of the transaction and the responsible user name.

How to display a Client Activity Log

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the required client file.
  4. Click on “Activity Log”.
  • The system will show you the actions and operations performed on the client’s file, along with the time, date, and the responsible user.