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).
Teams can also manually log other correspondence (emails, calls, texts) for comprehensive tracking of client and internal staff interactions.
Video demonstration
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.
