How can I track all the activities associated with a contact?
You can track all the activities and operations associated with a contact by accessing the recent history inside the contact’s page.
To view the recent history of a contact:
- A list of recent activities is populated here such as payment reminder generated, invoice created, payment made, contact created etc.
- Clicking on an activity can take you to the relevant page or transaction preview page of that entity.
- E.g: When you click an invoice entry, you’re taken to the particular invoice in the Invoice section or clicking on a payment entry takes you to the payment details page in the Bills section and so on and so forth.