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 switch to the Event Log tab on the client details page. Here, you can reply to a comment or view comment threads.
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.
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.
The text of a note or comment.
The date and time when a note or comment was added.
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.
The category name.
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.