What is All Activity and how is it useful?

You can now view all activity at the Client level directly from Clients. This means all Emails relating to that client, Tasks you set for yourself and teammates from Clients as well as any Notes created will display in one place. A client may have applied multiple times for funding, may have applied for different types of loans or types of funding and you can view and quickly access their applications from here.

How do I get to All Activity?

➡️ Navigate to Clients and click on a desired client.

As soon as a Client opens, All Activity will automatically be displayed.

Toggle between viewing All Activity or viewing only Emails or Notes or Tasks alone.

Start by creating a note, setting up a task or sending an email!

Where do I create a Note or Set Up a Task?

Go to our article on Creating Notes and Tasks if you would like guidance.

Now you have greater visibility into your clients and the account activity. Success! 🎉