Client-Side Project History
Overview
Client-side project history allows selected project history information to appear in the client portal when enabled and permitted.
What this feature does
It can show clients a limited view of project history without exposing internal-only audit data.
Why it is useful
- It improves transparency with clients.
- It can reduce support questions about project updates.
- It keeps internal audit data separate from client-facing history.
Who should read this?
Client Portal User, Project Manager, RISE Admin.
Where to find it
RISE CRM Client Portal → Project details → History area, if enabled.
How to use it
- Log in as a client user.
- Open an allowed project.
- Open the History area if available.
- Review the client-visible events.
- Contact the project team if more context is needed.
Example workflow
A client wants to know when a project milestone was updated. They open the project in the client portal and review the visible history entries.
Screenshot
Screenshot required
Capture from: RISE CRM Client Portal → Open Project → History
Capture from: RISE CRM Client Portal → Open Project → History
Common mistakes
- Showing internal staff notes or sensitive audit details to clients.
- Assuming client-side history should match staff-side history exactly.
- Not testing the portal with a real client role before publishing.
Related articles
- What Clients Can See
- Project History Tab
- Privacy Notes for View Tracking
