Show the complete activity with respect to the Clients including emails, notes, tasks, etc.
Written by Shruti Patel
An activity stream is a list of recent activities performed by Users within the system. It helps the user see all the past communication their colleagues have made so they can drive further communication accordingly.
In the system, you can see the Activity Stream of the Clients in the view dialogue window.
Navigation Link: https://app.ismartrecruit.com/searchClient
Click on the particular client, and a dialogue box will appear where you can see the Activity Tab.
In the Activity tab, you will find all different types of activity listed based on occurrence, i.e., recent activity will be listed at the top. It is possible to track and group the activities performed under the seven categories.
To see the specific Activity Stream under the category, remove all the checked categories, and mark only one specific category and you will get a categorized activity list.
Note
All the notes preserved for internal communication will be stored in this category.
Log of Email Communication, including Sent and Received with Client, will be listed under this category. You have to enable email synchronization to communicate this email.
Task
Task Performed and To-do tasks will be listed under this category.
Call History
Conversation after telephonic conversation with the Client will be stored in this category.
Text Message
All the messages sent to clients will be stored here, and you can check them out if you want.
System Logs
Here are all the activities performed, such as editing tasks, adding notes, logging in and out, job creation/deletion, and others.