See What Has Happened on a Case
When a case changes hands, or you are picking it back up after a while, the Activity tab tells you what has already been done.
Step 1: Open the Member
From the Dashboard, select the member.
Step 2: Open Activity
Select the Activity tab. Notes and actions your team has logged for this member appear here.
What Adds to the Timeline
- Add note: call outcomes, intake summaries and next steps.
- Log check-in: contact with the member, and when you will follow up.
If It Is Empty
A member with nothing logged shows No history yet. Notes and actions will appear here. Add a note or log a check-in to start their history.
Frequently Asked Questions
Why does the member show Contacted Never?
Nobody has logged contact with them yet. Log a check-in after you reach out.
Where do I see the member's own activity?
The Dashboard shows when they were last active, and the Threads tab shows their conversations.
Can the member see their Activity tab?
The Activity tab is part of your team's view of the member's file.
What to do next
Need Help?
If something you logged is missing, email support@metaintro.com.