The Client Activity Log provides visibility into changes made to an individual client's record, allowing you to easily track and review all key activities.
View the client activity log
To access the Client Activity Log, select a client file within the Clients tab. In the Summary tab of a client file, click View activity.
Activities included in the log
The Client Activity Log includes the changes to:
Client details
Contact details
Email settings (invoice and payment emails)
Tags
Status changes
Connected apps
Activity from connected apps related to a client's record will appear in the client activity log. The log will track what event happened, the method or process used, when it occurred and who initiated it.
Users created by Ignition
Ignition automatically creates specific user profiles to track certain actions in the audit log. If you see a user you don't recognize, it’s most likely one of these:
System or Unknown | An automatic action has occurred |
Ignition admin | An Ignition staff member has made a change or performed an action on your behalf |