There are different Log types in FreeAgent CRM. The most basic ones are Calls, Emails, and To-Dos. However, you can also keep track of your Meetings and Notes. All of these activities are located in a single place for you to review right under Activities.
Edition Qualifier: The filter feature is available in all FreeAgent Editions.
User Permissions: This feature is available for all users in FreeAgent CRM.
In this tutorial, we will cover the following topics:
Navigate to Events
Go to Activities > Event Logs > All Event Logs.
Filter Events and Change View
Just like with other views in FreeAgent, you can filter your Event Logs. You can create custom views so that you're only seeing the logs you need or want to see.
To learn more about filters and how they work, please visit the following tutorial:
You can also change your view the same way you can with other apps in FreeAgent. The available views are listed below. To learn more about each type, click on the corresponding link.
Save a View
If you have applied some filters or even performed a specific search within your Events, you can save it as a View for quick access. To learn more about Saved Views, please visit the following tutorial:
Exporting your Event Logs is really simple. Click on the 'Export' icon in the top right corner of the screen. Then select the format you would like to export your logs in.