Activities

The Activities tab provides a centralized view of all actions related to the client — including notes, emails, calls, and tasks — helping you track interactions and manage follow-ups efficiently.

1. View Activities

Activity Order

• To-do tasks are displayed at the top for quick reference.

• Below them, you will find a chronological record of other activities such as notes, emails sent, changes made, and completed tasks, all listed in reverse chronological order (newest first).

Expand or Collapse

• All activities are collapsed by default.

• Click an individual activity to expand and view details.

• To expand or collapse all activities at once, use the “Expand All” or “Collapse All” options in the dropdown menu.

Search Bar

• Use the search bar to find specific activities by keywords.

• You can search by note content, email subject, task subject, or task content.

Filter by Category

• Narrow down the view using the category filter (e.g., Notes, Emails, Tasks).