Clients > Events tab

Alerts and notices

When event tracking is enabled by the firm, it monitors and tracks changes made to client records. Use the Events tab of the Clients screen to view those changes for the selected client.

Choose Setup > Clients and click the Events tab.

See also: Event tracking

Fields & buttons

Event Tracking grid. You can use the grid to view all events that have been logged for the client while the event tracking is enabled. The information in the grid is read only and cannot be modified. The grid consists of the following columns.

Refresh button. Click this button to refresh the information displayed in the Event Tracking grid.

Preview Report button. Click this button to view the Event Log report in the Print Preview screen.