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Messages (Basic): View Client Task History/Audit Trail

Messages (Basic): View Client Task History/Audit Trail
2 Min

You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task Audit Trail is sorted chronologically by the most recent event and allows you to track when someone has…

  • …added a client task to a chat thread.
  • …resent a notification on a message.
  • …deleted a client task from a chat thread.
  • …marked a client task as completed.
Read more

Document

Messages (Basic): View Client Task History/Audit Trail

You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task Audit Trail is sorted chronologically by the most recent event and allows you to track when someone has…

  • …added a client task to a chat thread.
  • …resent a notification on a message.
  • …deleted a client task from a chat thread.
  • …marked a client task as completed.