Events log
List
In this subsection, you can find a list of all client-related notes and comments added on the Event Log tab on the client details pages.
The following data is provided about each comment:
Message ID
The identifier of a comment in the system. Click the identifier to go to the Event Log tab on the client details page. Here, you can reply to a comment or view comment threads.
Tagged
A list of Back Office users who are marked as recipients for a comment.
Client ID
The client identifier in the system.
Client Email
The client email address.
Company Short
The short name of a client’s company.
Company Full
The full name of a client’s company.
Tags
The tags assigned to a client that are used to sort the client list displayed to Back Office users.
Author Admin
The admin who added a note or comment.
Message
The text of a note or comment.
Date
The date and time when a note or comment was added.
Categories
In this subsection, you can view and manage event log categories used to organize client-related notes and comments that are added on the Event Log tab on the client details page.
Category ID
The identifier of a category in the system.
Caption
The category name.
Description
The category description.
Created At
The date and time when a category was created.
Updated At
The date and time when a category was last updated.
Last updated