Client Activities

The Activity section under a client summary page serves as a comprehensive log of all interactions, communications, and events related to a specific client throughout the recruitment process. Its primary purpose is to provide you a centralised platform to track and manage client engagement efficiently.

Here's a detailed breakdown of its functionalities:

The Client Activity page records details of client creation, including the client's name and the creator.
Furthermore, it monitors closed jobs.
The centralised platform enables the addition of notes for each client, documenting observations and feedback for future reference and decision-making.
Moreover, it facilitates the recording of meetings and communication activities, ensuring all interactions are documented for efficient communication management.

To navigate to the client activity page, follow these steps:

Navigate to the main navigation header bar and click on Clients.
You will find a list of all clients. By clicking on a client, you will be redirected to the Client Summary page. Then, navigate to the Activity section.
Here you can find all the activities related to the client.

You can perform various actions from the Activity page, including sending emails, creating meetings, and adding notes. Click on the (+) button and select any option as per you needs.

Client Summary Page - Activity

The three sections on the Activity page - Older, Last 30 days, and Upcoming - provides a standardised way of organising client-related activities, making it easier for you to navigate and understand the information presented.

The Refresh option updates the page for the latest data, while Search helps quickly find specific client activities.

Clicking on any record within the activity tab will direct you to the specific section to view the record in detail. For example, clicking on a note within the activity tab will redirect you to the Notes section of that particular log to view its details.