History
The history tab is an essential feature of Acting Office, designed to provide a comprehensive and organised record of all client interactions and activities. With features like automatic synchronisation with Companies House, comprehensive search and filtering options, and intuitive navigation buttons, managing client histories has never been easier.
Overview of activities
The history tab captures a wide range of activities, meticulously organised by time, including:
Changes in client details
Email exchanges
Phone calls
Filings, data requests, access codes and e-signatures
Document uploads and modifications
Meeting notes, tasks and client tags
AML records and complaints
Subscriptions, invoices, letters and quotes
This chronological organisation makes it easy to reference past interactions and ensures you have a complete timeline of all activities related to a client.
Automatic synchronisation with Companies House
Acting Office offers the convenience of automatic synchronisation with Companies House filing details. This ensures that the latest information is seamlessly updated and readily accessible within the ‘History' tab. Any changes or updates from Companies House are automatically reflected, keeping your client records current without manual intervention.
Searching and filtering history
The History Tab includes a robust search function and filtering options:
a. Search bar
Enter keywords related to the information you are looking for. The search function scans through the entire history to pinpoint exact matches.
b. Filters
Apply filters to narrow down the search results based on criteria such as date range, activity type (e.g., emails, phone calls), or specific keywords. This helps in quickly locating the precise data you need for your intended purposes.
Navigating through client history
Gain complete control over client data by using the navigation buttons:
a. Go to start
This button allows you to navigate back to the beginning of the client's history. It's particularly useful when you need to review the initial interactions or foundational details.
b. Go to recent
This button helps you jump to the most recently shared files or activities. It's ideal for quickly accessing the latest updates or interactions.
Filters and search in history section Hope this is helpful.
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