The Activity tab captures all communication related to your case, including automatic population of emails sent from the platform (secure web form and EIV form requests), case status updates and logging when your clients upload the requested information.
Teams can also manually log other correspondence (emails, calls, texts) for comprehensive tracking of client and internal staff interactions.
The activity log is also a great tool to track all movements and communications for each case.
Below are some of the logged activities you will see when using Source.
The below screenshot shows the activity log updating when the case status has changed and also a manual note when the user input the note regarding additional information required.
The below screenshot shows you the secure webform tasks being requested and with two of them having information uploaded by the clients.
How to add a manual log
1. Click ‘Add’
2. Select activity type (Email, Call, SMS),
3. Adjust time stamp if necessary
4. Enter your note
5. Click ‘Save activity’
Your activity is now saved. You can edit the manual log by hovering over the box then selecting the pen icon. Manual logs can be deleted by selecting the trash icon.
