Overview
The activity feed includes tracked changes made by internal users. As a result, if needed, leadership or admins can quickly investigate changes in a student's record.
Changes Tracked
The activity feed includes the following changes performed by an internal user:
Module | Activity Tracked |
Appointments | Appointments scheduled Appointments canceled |
Conversations | Added participant Update of assignment Closed Updated favorite Joined Left Open Updated tag |
Decisions | Checklist item added Checklist item removed Checklist item updated Criteria deleted Criteria updated Update of assignment Note added Note deleted Note updated Decision released Stage updated Status updated |
Event | Marked as attended |
Phone | Call completed Call not answered |
Tasks | Assigned Created Deleted |
Users | Merged Deleted Updated name Updated address Updated milestone Updated profile Updated email address |
Other | External activity completed |
Viewing Tracked Changes
The Activity card must be enabled for your profile template. If you want more information on profile templates, visit this article.
Navigate to Contacts > People or use the search bar in the top right corner to search the student's name.
Click on their name to open the profile.
Look for the Activity card on the user profile. You can also search for it using the search bar.
To expand the information, click the arrow next to Activity or click the More button.
When an internal user makes one of the above-mentioned changes, it will show on the student's activity feed as follows:
This internal user activity tracking allows for greater transparency in changes made by internal users, allowing for easier management of tasks and workflows in an office.
For a list of tracked student activity changes, please see Activity Feed: Overview.