To determine whether a client has logged into their portal and find the last recorded activity date, follow these steps:
Step-by-Step Instructions
Access the Client's Profile - Navigate to the client’s record.
Locate Last Activity Information - Within their client record, click "Show Details" - you will then see the "Last Active Date". This will indicate when the client last accessed their portal.
Common Troubleshooting Tips
If you do not see a date in the "Last Active Date" box, ensure they have received login credentials.
By following the above steps, you will be able to easily confirm if a client has recently accessed their portal and ascertain their last login or activity date.