Most single actions that you or other users in your system do (for example, changing a value of a field, deleting a record, merging a record, creating a record… etc) are logged and indexed under ‘Team> Activity Log‘. How To Get To The Activity Log? You can access the activity log two ways… You can …
Questions We talked about: 3:50 – How to search records within Investment Dominator 6:40 – Looking through your activity log to see record activity 15:02 – How to add tags to your records 19:37 – How to undo an action 26:50 – How to change default offer dates 36:00 – How to disable the optin …
In the Investment Dominator once a new team member has been created you may have the need to search the entire activity log for a specific user using the ‘Search By’ functionality. This functionality is not as simple as it may appear when attempting to search based on what displays in the User field of …
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Most single actions that you or other users in your system do (for example, changing a value of a field, deleting a record, merging a record, creating a record… etc) are logged and indexed under ‘Team> Activity Log‘. Also under this section, you can ‘Undo’ past actions. So for example, if you accidentally deleted some …
On this live training call, we discussed… How to Create Custom Record Statuses. How to access the system activity log. How to access the activity log for property records and contacts in the system. How to Undo or revert a change to a record.
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