The Activities tab within a client record provides a centralized log of important interactions and updates related to that client. Activities allow your firm to document communication, notes, and other client-related events so that your team has a complete history of activity for the client.
Examples of activities that can be recorded include:
Client notes
Emails
Phone calls
Documents sent
Text messages
For firms using Office 365 or Google Workspace integrations, incoming client emails can also be automatically recorded as activities.
Note: Adding an activity simply records the event in the client’s activity log. It does not send notifications or requests to the client.
Add an Activity
Navigate to the Clients tab.
Select the client you would like to record an activity for.
Open the Activities tab.
Click + Add.
Enter the required activity details.
Click Save.
The activity will now appear in the client’s activity history.
Filter Activities
You can filter activities to view specific types of records.
Navigate to the Activities tab within the client record.
Use the toolbar at the top of the page.
Select the Activity Type you would like to view.
This allows you to quickly locate specific items such as notes, emails, or documents.
View Activity Details
To view additional information about a specific activity:
Locate the activity in the list.
Click View.
For activities related to documents sent, you will be able to view the message that was sent to the client along with the associated document.
Print an Activity
Click View for the activity you want to print.
Right-click within the View Activity window.
Select Print from the menu.
A print window will appear allowing you to print the activity record.