Skip to main content

​
Overview

Activity is the Client-specific operational feed. It brings together relevant updates so you can see what changed, what is new, and where to continue the work. The Activity tab showing document, message, task, claim, and calendar updates for one Client. Unread items are marked so you can prioritize new Client-specific activity.

​
Review activity

1

Open Activity

Open the Client record and select Activity.
2

Filter the feed

Choose All Activities or narrow the list to Tasks, Messages, Documents, Client Updates, Claims, Calls, Calendar, Deadlines, or System.
3

Open the related work

Select an activity item when a related destination is available. New items are marked until they are read.
4

Refresh or page through results

Use refresh when you need the latest activity and adjust rows per page or pagination when the feed is longer.

​
Best practices

  • Use the filter to focus on the type of change you need to review.
  • Open the linked Client, Claim, Document, message, or task before acting on an activity entry.
  • Treat Activity as context for the work, not as a replacement for reviewing the underlying record.

Tasks

Manage Client-specific follow-up work.

Documents

Review records and supporting material.