You've sent a client a Request for photos and a few details, and you're waiting to hear back. Before sending a reminder, it helps to know whether they've been in the portal and started working on it.
Sydnee gives you a few places to check. You can see when a client accessed their portal, review the answers they've saved, and catch up on task activity. That gives you something specific to follow up on.
In this short video, Ethan walks through a coffee shop demo account to show what that looks like.
Watch Ethan's walkthrough on YouTube.
See whether your client has visited
The Access view in Activity shows recorded portal access with the client's name and when it happened. You can focus on one account when you want to check a particular client.
In the video, Ethan can see that the client has accessed the coffee shop's portal twice. That answers the first question: they've made it into the account.
The account's Portal Access list also gives you a quick view of each client's last activity. It's useful when several people have access and you want to know who has been back recently. Green last-seen text highlights recent activity.
See how far they've got with a Request
A Request is a form you send through Sydnee to collect client information and files. Activity's Requests view can show that someone has started responding, and the Request itself lets you review their saved answers and uploads.
Ethan's example makes this useful: the client has uploaded a coffee shop photo, but a few questions still need answers. You can acknowledge the photo and ask about the missing details in your next message.
The Request's Timeline adds timing and context for answer activity and Request events. For the full workflow, see reviewing Request progress and answers.
Catch up on completed work across accounts
Activity also helps you pick up other updates, such as a client completing a task. In the video, Ethan opens a completed design-campaign task from an unread notice to review its history.
For a broader view, the team's Unread Activity dashboard widget brings unread notices from the accounts you can access into one place. You can add it to your dashboard if it isn't already in your layout, then open a notice to review the related work.
Before your next client follow-up, check the recent activity and the Request you're waiting on. Your message can focus on what's still needed, with the work they've already done in mind.
See Activity and unread notices for the details, or open Sydnee to check your client accounts.
