View a client’s activity

Avatar
by Bruce Milne
Follow

From your 'My Hub' page (please see below)

Screen_Shot_2019-10-17_at_12.45.39.png

If you hit the 'Menu' icon in the top right...

Screen_Shot_2019-10-17_at_12.04.20.png

and select 'Contacts' from the options

Screen_Shot_2019-10-17_at_12.49.41.png

Screen_Shot_2019-10-17_at_12.49.53.png

You can then click the client profile to view their 'Recent Activity' feed on the right-hand side or by selecting 'Activity'.

Screen_Shot_2019-10-17_at_12.54.34.png

Screen_Shot_2019-10-17_at_13.01.27.png

Comments

0 comments
Article is closed for comments.
Powered by Zendesk