Activity Log

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You can get a quick summary snapshot of all the recent updates to your objects by navigating to the Activity Log section.

This is an audit log of updates to the object including:

  • Feld updates such as a Stage change
  • Updates to linked child objects e.g. if an Opportunity is added or removed from a Sales Plan, or an Activity is added or removed from a Marketing Plan
  • Membership updates - who has been added/withdrawn/access level updates
  • Task updates - task has been added/deleted/assigned/task status is updated
  • Asset updates - asset is added/deleted

Steps:

  1. Go to the object Overview page.
  2. Go to the Comments/Activity Log section.
  3. You can filter the Activity Log by All Activity; Pipeline; Tasks; Membership and Assets. The latest number of updates are listed and each update has a corresponding red dot next to it.
  4. For active items, you can click the row to view details.
  5. For items that have been completed, removed or archived, you are not redirected.
  6. You can click on the picture icon to send a message to the member.
  7. For membership updates, you can click the row to open the Members: Colleagues, Partners and Agencies page to view the details.
  8. You can navigate to the tasks or assets for the opportunity from within the activity log for in context engagement. The exact item (task/asset) opens.
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