Support Center

Find old activity / call logs?

Last Updated: Oct 08, 2018 03:49PM EDT
Subsection: Data Tracking
Package: Premier
Difficulty: Easy

Summary/Goal:

Learn how to recall activity logs that you have already created and a quick overview of how to edit them.

Brief:

Activity logs can be found in the personal section of the relevant residents’ profile page.

Step by step:
 
  1. GO TO THE OCCUPANTS PAGE and find the relevant person.
     
  2. GO TO THE PERSONS PROFILE PAGE by clicking on the blue emoticon in the same row as the person


     
  3. FIND THE OCCUPANT LOG ENTRIES section of the page near the bottom. Here you will find all the logs for that person.


     
  4. EDIT BY CLICKING THE EDIT LINK beside the relevant log. 

Tips:
 
  1. When a log is resolved don’t forget to add the resolution to the log for future reference.

Conclusion:

Call logs are a powerful way to keep track of interactions with your residents but they are useless if you don’t use them. Don’t forget to look up previous log entries before contacting a resident so as to get the full picture. 

 

Contact Us

  • Email Us
  • Please use your managements main contact for any support issues.

    remember to including:

    1. Community name
    2. Management company name
    3. Emails having the issue
    4. Detailed description of the issue
    5. Actions taken to find the issue
    6. A screenshot of the issue
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