It would be helpful to be able to see if a client has viewed an invoice or contract. It would also be helpful to see a history of sent invoices and contracts.
You can! Check under “ACTIVITY” in the sub-menu under your project. It will give a timeline of when people have accessed what. If you client is logged in it will tell you their activity.
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Comments2
Demi Kahn
Aug 3
You can! Check under “ACTIVITY” in the sub-menu under your project. It will give a timeline of when people have accessed what. If you client is logged in it will tell you their activity.
Hilary
Aug 18
thank you so much!