Info Updates

The Info Updates tab provides a log of all actions performed on the client, helping you monitor and track activities easily. It also indicates who performed each action, ensuring accountability and transparency.

1. View Info Updates

Order of Info Updates

• Displays all client-related updates in chronological order, categorized by month.

• Shows details of the activity, including the type of action, timestamp, and user responsible.

• Useful for auditing and understanding the client's activity history.

Expand or Collapse

• Info Updates are collapsed by default to keep the view clean.

• Click an individual Info Updates to expand and view details.

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