Skip to main content

Search

Welcome to our Support

Client Timeline

  • Updated

AccountancyManager offers a feature called Timeline in the Client File that has the below functions;

  • Gives a full audit history of client interactions
  • Allows download of important documents
  • Updates when client signs documents
  • Can see changes made to client info
  • Displays email exchanges
  • Create tasks from timeline emails
  • Records SMS messages

To access this, you can go to Clients > Client List. 

Note: You can also search your clients in the top right and open the client from here.

mceclip0.png

 

Once in the client list, select the relevant client and click the Timeline tab.

mceclip1.png

 

There are several options at the top right of the screen which allow you to add a new time log, send an email, view other correspondence, and add a new note to the client. There are also options to filter by month and year and search for specific postings.