With the Activity and Audit Logs feature, you gain better visibility into contact history and activities, enabling more informed decision-making. This guide will walk you through the key actions you can take and how to use the feature effectively.
1. Activity Overview
The Activity section helps you track actions taken on a contact and provides a history of activities associated with them. You can view detailed logs, perform actions such as managing contacts, and add comments or notes. Here’s a breakdown of the key features:
2. Key Actions in Activity
You can take the following actions from the Activity section:
Archive Contact
- Description: Archive a contact to keep your contact list organized while retaining their information for future reference.
- Action: Select the contact you want to archive, and choose the Archive Contact option.
Delete Contact
- Description: Permanently remove a contact from your system if they are no longer needed or are inactive.
- Action: Select the contact and choose the Delete Contact option. Be cautious, as this action cannot be undone.
Invite Contact
- Description: Send an invite to a contact via email. This can be used to onboard new clients, partners, or users.
- Required Field: Email Address
- Enter the contact’s email address to send the invite.
3. Messaging and Sharing
In the Activity section, you can communicate with contacts or share information:
Message
- Description: Send a direct message to the contact for quick communication or updates.
- Action: Type your message in the text box provided and send it.
Share via...
- Description: Share the contact’s details or any relevant information through email.
- Action: Select the Share via Email option to send information to the contact’s email address.
4. Add Comment
You can also add comments to the activity logs. This is useful for leaving notes or updates for other team members or for yourself.
How to Add Comment:
- Action: Click the Add Comment field, type your comment, and save it. This will be logged in the activity history for that contact.
5. Contact History
The History section provides a log of all activities associated with a contact. It includes:
- Actions taken (e.g., archiving, deleting)
- Messages sent
- Comments added
- Invitations sent
This provides a detailed record of the contact’s interaction history, which is essential for tracking progress and making informed decisions.
Need Assistance? If you have any questions or need further guidance on using the Activity and Audit Logs, please reach out to our support team.