Events: Overview
This article will cover all areas of the Events tab.
The Events chart can be filtered by event type, User(s), Date Range, and User Role.
OUTREACH/ INFO/ OTHER
These are the note categories displaying all of the Note Types used within the chosen period. The note categories are managed within the
Configure area in your firm settings.
Note: Uncategorized (notes without a Note Type) notes are also included in the Other section.
Note: Uncategorized (notes without a Note Type) notes are also included in the Other section.
CANDIDATES ADDED
This number details how many candidates Users have added to projects.
This number details how many candidates Users have added to projects.
User Events can be filtered by:
“Related to”
Notes
Filters and displays the candidates whose notes have been added.
Candidates
Keeps track of the changes to the candidates, such as status change, removing from projects, adding to project, visibility, etc.
Keeps track of the changes to the candidates, such as status change, removing from projects, adding to project, visibility, etc.
Projects
Filters by each project in your firm and displays changes to the project, as well as the creation of a project.
Filters by each project in your firm and displays changes to the project, as well as the creation of a project.
Reports
Dates of your Export Reports.
Dates of your Export Reports.
Email Integration
Email integration section is detailing the email success rate. Emails are captured to/from users of the firm that have email integration on. Any other emails or marketing/spam will not capture and therefore will not be imported into the system.
Email integration section is detailing the email success rate. Emails are captured to/from users of the firm that have email integration on. Any other emails or marketing/spam will not capture and therefore will not be imported into the system.
Other
Other details the rest of the events including: Logging in, importing people, completing coverage in Strategy View, deleting candidates, and inviting clients.
Other details the rest of the events including: Logging in, importing people, completing coverage in Strategy View, deleting candidates, and inviting clients.
“Performed by”
“From Date Range”
