Activity Log for Client Tasks
in progress
Amanda Aparicio
Track what actions your clients are taking while they are in the Financial Cents portal. In this first iteration, we'll focus on tracking whenever a client views the client tasks.
Log In
J
J Yuill
Will this include a report of tasks completed in a timeframe?
Amanda Aparicio
J Yuill: So far, we've built out (but have not released yet) logs when a reminder email is sent to the client and whenever the client logs in and views the project.
We're currently looking into building out additional client actions as well (such as when they marked a task as complete, for example). That said, we DID just release an enhancement to client tasks where we state who performed the action when (see below). It's not a full report but at least gives you the details on the task itself!
Amanda Aparicio
in progress
Amanda Aparicio
planned