How to track a customer datewise

How to track a customer datewise

Step 1 : Click on the Project

 

Step 2 : Click on Activity Logs

 

Step 3 : Now you can track your customer datewise

    • Related Articles

    • How to update location in project

      Step 1 : Click on the project in which you want to update the location Step 2 : Click on Maps and Location Step 3 : Click on Select Location Yourself Step 4 : Click on Auto Detect My Location if you are present at the location OR Search the ...
    • How To Backdate a Project Creation

      How To Backdate a Project Creation Step 1: Go to Projects Tab and Open the project you want to backdate Step 2: Go to "Edit Customer" Step 3: Select the New Date Step 4: Click on Update Project
    • How to Share Customer Dashboard Link with Customer

      Step 1: Open the concerned project and Go to Customer Dashboard Tab Step 2: Click on "Get Link To Share With Customer" Link gets copied to the clipboard. Share it with the customer via preferred channel of communication.
    • How to Edit Customer Information

      How to Edit Customer Information Step 1: Open the concerned project Step 2: Go to Edit Customer Tab and make desired changes Step 3: Click on Update Project at the bottom of the page to Save the changes
    • How To Initialise Project Management for A Project

      How To Initialise Project Management for A Project Step 1: Open Project and Go To Project Management Step 2: Click on Initialise Project Management For This Project Step 3: Coose from one of the Saved Templates or Create a New One To Create New One, ...