How do I view activities for clients?

The activities section will show you the complete history of actions taken on a client record.

  1. Select Clients from the upper navigation menu 
  2. Search for and select the relevant client 
  3. Select the “…” tab (above client summary)
  4. Click on Activities
  5. View summary of all client activities 

 

An integrated recruitment platform that combines full-time, contingent, and freelance workforces to transform businesses into talent powerhouses

Ceipal Free Trial

Related Articles