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Client Activity

The Activity timeline gives you a complete view of all interactions, changes, and events related to a client. Use it to stay informed and pick up where you left off.

Accessing the Activity Timeline​

  1. Open any client record
  2. Click the Activity tab

The timeline displays events in reverse chronological order (newest first).

Types of Activity​

The activity timeline captures various types of events:

Communication​

TypeDescription
📧 EmailsSent and received emails
📞 CallsLogged phone calls
💬 MessagesInternal messages about the client

Record Changes​

TypeDescription
✏️ EditsChanges to client information
🏷️ TagsTags added or removed
🏢 CompanyCompany associations changed

Projects & Tasks​

TypeDescription
📋 ProjectsProjects created or updated
✅ TasksTasks completed
📎 DeliverablesDeliverables added or completed

Files & Notes​

TypeDescription
📁 FilesFiles uploaded or linked
📝 NotesNotes added or edited

Meetings & Events​

TypeDescription
📅 EventsCalendar events with the client
🤝 MeetingsMeeting notes and outcomes

Filtering Activity​

To focus on specific types of activity:

  1. Click the Filter dropdown above the timeline
  2. Select one or more activity types:
    • All Activity
    • Emails
    • Notes
    • Projects
    • Files
    • Changes
  3. The timeline will update to show only selected types

Activity Details​

Click on any activity item to see more details:

Email Activity​

  • Preview of email content
  • Sender and recipients
  • Attachments
  • Link to view full email

Project Activity​

  • Project name and status
  • What changed (status, assignment, etc.)
  • Who made the change

File Activity​

  • File name and type
  • File size
  • Link to download or preview

Adding Activity Manually​

Some activities are logged automatically, but you can also add manual entries:

Log a Phone Call​

  1. In the Activity tab, click + Log Activity
  2. Select Phone Call
  3. Enter details:
    • Call direction (incoming/outgoing)
    • Duration
    • Summary/notes
  4. Click Save

Log a Meeting​

  1. Click + Log Activity
  2. Select Meeting
  3. Enter details:
    • Meeting date and time
    • Attendees
    • Meeting notes
    • Follow-up actions
  4. Click Save

Find specific activities quickly:

  1. Use the search box in the Activity tab
  2. Search by:
    • Keywords in notes or emails
    • User names
    • Project names
    • Date ranges

Activity Timeline Best Practices​

Keep It Updated​

  • Log calls and meetings promptly
  • Add notes after important conversations
  • Record decisions and next steps

Use It for Handoffs​

When another team member takes over a client:

  1. Share the client record
  2. Point them to the Activity tab
  3. They can see the full history

Review Before Meetings​

Before meeting with a client:

  1. Open their Activity timeline
  2. Review recent interactions
  3. Note any pending items or follow-ups

Activity Notifications​

Get notified about client activity:

  1. Open the client record
  2. Click the Bell icon to follow
  3. Choose notification preferences:
    • All activity
    • Only mentions
    • Daily summary

Exporting Activity​

To export a client's activity history:

  1. Open the client record
  2. Go to the Activity tab
  3. Click ⋮ menu
  4. Select Export Activity
  5. Choose format (PDF or CSV)
  6. Download the file

This is useful for:

  • Client reports
  • Handoff documentation
  • Compliance records