Activity Stream for Entity Profiles

Action Builder Activity Stream for an Entity Profile

The Activity Stream in Action Builder provides a detailed log of all updates made to an entity's profile, typically referring to a person. It captures changes such as assessment modifications, added responses, address updates, for example.

Much like the Activity Feed used for the entire campaign, the Activity Stream on profiles allows you to monitor the activities and changes associated with each individual entity within your campaign. This feature ensures you're always informed about the latest developments related to any person in your campaign.

A few highlights of this feature:

• You can click the 'Notes & Assessments' checkbox to quickly pull all notes and assessments for this person.
• You can click 'Add Note' to quickly add a note.
• You can click 'Update Assessment' to update the assessment.
• You have the same search functionality that is available on the main activity stream.