View a client’s history or activity

You can view a client’s history or activity in Primary Record through the activity tab.

See all activity 

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Click the checkbox at the very top of the list of all clients.
3. Click Activity.
4. You’ll see all the activity and history for your clients.

See activity for a specific client

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Choose the client for whom you want to see their activity.
3. The main view is the list of their activity.