NextAgency helps you track and find a log of all events that occur within a specific case or for the entire agency. Activity log history gives you a pulse on what's going on. It helps answer: "Who, from my agency, is doing what with such and such client?"
Update (3/11/2020): we help describe the new activity log tab in this video.
In NextAgency, you can find a log of all events that occur within a specific case on the Activities tab.
On the Activities tab of a case, you can do the following:
- View all activity records related to this case.
- Filter the activities by users, contacts, and creation date.
- Search for specific activities.
- Select the number of activity records to display on the page.
In NextAgency, you can view activities not only for a specific case but also for the entire agency. To do that, in the navigation pane, click Fast Access > Activities.
On this page, you have options similar to those at the case-specific tab:
- View the records of all the activities that took place within your agency.
- Filter the activities by cases, users, contacts, and creation date.
- Search for specific activities.
- Select the number of activity records to display on the page.