Users can now view and filter all document activity on one page within 17hats!
To find this:
- Navigate to your Dashboard
- On the right-hand pane, go to your Recent Client Activity section
- Click the top right corner "See All Activity"
>>> Or Bookmark this page for quick reference! https://admin.17hats.com/app/client-activity
Once on this page, you have the following choices:
- Filter by Client
- Filter by Project
- Filter by Activity type:
4. Filter by Tags:
- This filter can be with a Project or a Contact Tag
- You can search multiple tags, the document actions shown will be for all contacts or projects with all the tags in your search (not any tag in your search)
- If searching for a Project tag, you will only be able to filter down by project
- If searching for a Contact tag, you will only be able to filter down by contact (see example below):
5. Filter by Date
- Make sure the start date comes before the end date!
Snapshot: This displays in the top right corner of the page, and will show you the number of questionnaires completed, quotes accepted, contracts signed, and invoices have been paid based on these timeframes:
- Past 7 days
- Past 15 days
- Past 30 days
- Past 2 months
- Past 3 months
- Past year
As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!