Team activity
The web Activity page shows you who did what, and when, in your portfolio: which team member created, edited or deleted a client, a loan or a payment, and whether the action went through.
Plan and access: it's part of Team, which requires a paid Business plan (not included in the free trial). Only the owner and Admins can see it. See Team.
Where to find it
- Go to loanadmin.app.
- Click Team in the sidebar.
- Open the Activity tab.
It's only on the web. The phone app doesn't have this log. If you're an Agent, Collector or Viewer, you won't see the tab; if you reach the page, you'll see Only the owner or an admin can see team activity.
What each row shows
The list starts with the most recent. Each row has:
- When: the date and time.
- Who: the team member's name and role. If that person is no longer on your team, Former member appears.
- What they did: the action and the area, for example Created · payment or Moved to trash · client.
- Result: Done if the action went through, or Rejected if it was attempted but not applied (for example, because their role doesn't allow it).
The row tells you what kind of change it was, but not which client or what amount. To see the details, open the client or the loan.
You see 50 rows at a time. To see more, click Load more at the bottom.
What gets logged
Only changes; things someone just looks at aren't logged. The actions are:
- Created, Edited and Deleted
- Moved to trash, Restored and Permanently deleted
- Invited, Resent invitation and Accepted invitation
The areas are client, loan, payment, team, capital, settings and account.
What your team members do inside your business goes into the log. Some changes you make from your own account don't appear here, so use it to follow your team's work, not as a complete history of your portfolio.
Filter
Above the list, under Filters:
- Member: one team member, or Everyone.
- Action: Created, Edited, Deleted or All.
- From and To: the date range.
- Area: client, loan, payment, team, capital or All.
The list updates as you change each filter. To remove them all, click Clear. If nothing matches, you'll see No activity matches those filters.
For collections in the field
If what you want is to see where and when each collector collected, use Today's collections (in the app, from Functions), with the map and the collections log. See Location when collecting.