Client Activity Widget

Client Activity Widget

Any activity by your Clients will be recorded and displayed in the Client Activity Widget. Like a social media feed, the widget can populate with more entries the farther you scroll. Every entry is timestamped, and you or your Client can comment on any entry for transparent communication.

You can use the leftmost drop-down menu at the top of the widget to indicate which type of Client Activity you’d like to see, including messages your Clients sent, listings they have indicated interest in, or the default, All Updates.

With the second drop-down menu, you can filter entries by Days Passed. By default, this is set to All.

With the third drop-down menu, you can filter entries by Client. By default, this is set to All Contacts.

You can also toggle between in-line view (simplified, without images) and block view (with images) using the buttons in the top right corner.

    • Related Articles

    • Client Messages Widget

      When a Client sends you a message from within their Client Portal (by clicking the Message button), you will receive the message content by email, & notice of the message will also be displayed under the Client Messages widget on the My BLC Home ...
    • Client Dashboard

      Click on the My Clients link on the My BLC Home Page. Click on a Client’s Full Name to open their Client Dashboard or by clicking on the link under Last Viewed.When you add a Client to connectBLC, a dashboard is automatically generated with that ...
    • Client Portal

      When you add a Client’s information to your contact list, connectBLC automatically generates a personalized Client web page for your Client, branded with your information. Here, connectBLC logs all of the communication between you and your Client ...
    • How To: See Client Favorites

      To quickly/easily view the listings your clients are marking as their Favorites, you have a few options. 1. Use the Client Activity widget to filter to that specific option, all the way down per client if you'd like. 2. Enter the Client record and ...
    • How do I know if a client received/saw an auto email?

      If you are trying to view Client Activity without waiting on a notification, the fastest way is via the Client Activity widget on your Home screen, where you can filter down to specific actions per client. You can also click on the Login Activity tab ...