Event log tab
On this tab, you can add notes and comments about a client and organize them by categories. You can edit the text of these comments, format it, insert hyperlinks and add attachments.
When adding a note or comment, you can tag particular administrators that will receive automatic emails with notifications about your comment. Responses obtained from administrators are displayed under corresponding comments.
You can navigate to the Events log subsection to view a list of notes and comments for which you were marked as a recipient and find the details about the available categories of event logs.
Last updated