Admin Activities

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

1. This displays all admin activities done in relation to a particular client.

2. Admin Activities include the following:

   • Activities - shows all notes, email, calls and tasks.

     
   • Notes

     
   • Emails

     
   • Calls

     
   • Tasks

     
   • Info Updates - shows a log of each activity done for the client and the user responsible for the action.