At Sydnee Client Portals, we know that keeping track of activity within your client portals is essential for delivering top-notch service.
That’s why we’re thrilled to introduce our latest feature update: the Activity & Notification Feed!
This addition brings recent client portal activity and notifications into one organized feed, making it easier to stay informed and keep your clients engaged.
What’s New?
Our Activity & Notification Feed helps you review updates recorded in the feed and quickly open the related work in your client portals.
With this update, you can review notifications for these events:
- When tasks are assigned
- When tasks are completed
- New comments on tasks
- When files are uploaded to a client portal
- When a file is marked as favorited (starred)
- When files are renamed
- When users are added to a client portal
- When users are removed from a client portal
- When a client accesses their client portal.
The current feed categories are:
- All: Review notifications across the available activity categories.
- Unread: Focus on notifications you haven’t seen yet so you can catch up.
- Files: Review file activity, such as uploads and other file updates. For the current team inbox, see File Activity.
- Tasks: Review Task activity, such as assignments, comments, and completion updates. For the current team inbox, see Task Inbox.
- Requests: Review updates from client request workflows.
- Access: Review account-access activity, including client login events.
The feed covers supported notification events. It is not a complete audit log of every action in the portal.
Why It Matters
In the world of client management, staying organized and informed is vital. The Activity & Notification Feed is designed to give you a clear, organized view of recent activity within your client portals.
Whether you’re managing multiple client portals or focusing on a specific client’s needs, this feature helps you review recent updates and catch up.
By sorting activities by type and status within your client portals, you can prioritize your actions, respond to client needs promptly, and maintain a high level of service.
Start Tracking Today
Ready to enhance your client management experience? The Activity & Notification Feed is now live and ready to use in your Sydnee Client Portal.
Log in or register today and start exploring how this new feature can help you stay more organized, responsive, and in control of your client portal activities.
At Sydnee, we’re committed to continuously improving our platform to meet your needs. We’re working on additional daily and weekly summaries based on these activities as well – stay tuned!
We can’t wait to see how the Activity & Notification Feed enhances your client portal management and helps you track activity better than ever.
