1. Accessing a Client Profile
To get started, navigate to the client list where all profiles are managed:
Open your Imploy web app.
From the main left-hand sidebar navigation menu, click on Clients.
Select and click on the name of the specific client profile you want to view.
2. Tracking Client Activity Logs & Requesting Updates
The activity timeline acts as a complete history for system updates, data modifications, and automated tracking.
How to manage the Activity stream:
Locate the Right Sidebar: Direct your attention to the vertical split panel running down the right side of your browser screen.
Toggle the Sidebar View: At the very top of this sidebar, click on the Activity tab (located directly next to Details).
Search Activity Logs: Click the Search (🔍) icon located directly below the tab header to look up specific historical logs or system events.
Request an Update: Click the Request button (featuring the paper airplane icon) in the top right of the Activity panel to prompt team members or clients for official information or status updates.
Review the Chronological Log: Scroll through the listed time-stamped log items (such as Client Data Updated...), which display the exact date and time the system event took place.
Load Older History: Scroll to the bottom of the feed and click Show more to view earlier activity entries.