At Sydnee Client Portals, we know that keeping track of all interactions and updates 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 new addition is designed to give you a comprehensive view of everything happening within your client portals, making it easier than ever to stay informed and keep your clients engaged.
What’s New?
Our Activity & Notification Feed is specifically crafted to help you monitor and quickly get to new developments in your client portals.
With this update, you will know when one of your clients or your team mates do one of the following:
- 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.
Here’s the breakdown of the feeds live in Sydnee:
- All Activity Feed
The All Activity feed provides a complete overview of everything happening within your client portals. Whether it’s a new file upload, a task update, or a client login, this feed consolidates all actions into one convenient view. This all-encompassing look is perfect for a quick check-in on your client portal activity. - Unread Activity
The Unread Activity filter highlights any actions or notifications you haven’t seen yet. This ensures you have confidence that you are are all caught up. - File Activity
Focus on file management with the File Activity filter, which isolates all file-related actions within your client portals. Whether a new file is uploaded, a document is edited, or a file is downloaded by a client, this view keeps your file-related activities organized and easily accessible. - Task Activity
Stay on top of your task management with the Task Activity filter. Track when tasks are created, updated, or completed within your client portals. This feature ensures that all task-related actions are easily monitored and managed. - Client Login Activity
Understanding when your clients are engaging with your client portal is crucial for effective communication and collaboration. The Client Login Activity filter lets you see exactly when your clients are logging in.
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 all activities within your client portals.
Whether you’re managing multiple client portals or focusing on a specific client’s needs, this feature ensures you are in the loop and all caught 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.
