Activity, notes and history

Every lead, contact and the other records has an Activity tab. It answers two questions: what is due next, and what was actually said and done. A quote and an order have Activities (what is due) and keep what was said in the Communications box instead.

On a record's Activity tab

• Activities: the open tasks, calls and meetings on this record. Press Task, Log a call or Meeting to add one: what needs doing, when it is due, who owns it. Tick it off when done and add What came of it.
• Timeline: every email, text and call, the notes and every change to the record, newest first, one line each. A quote and an order have no Timeline tab: they keep it all in the Communications box (below). Ours sit on the right, the client's on the left. Press a line to open the whole thing. The chips All, Email, Text, Call, Notes and Changes pick one kind.

On a contact, the timeline shows what was said on every record of theirs.

Team notes

Every record but a quote and an order has a Team notes box in the same place: at the foot of its main tab (the Details tab, or the first tab on a lead, item, sub-rental or vendor). Assets have it at the foot of Details too. Type in Add a note. Type @ to tag someone. and send it; typing @ offers the team, so you can name a teammate in it. Pin a note to keep it at the top. The notes also show in the timeline.

Communications on a quote or an order

On a quote and an order the Communications box sits there instead, under the items: one thread for the whole sale, the quote, the order it became and every stop of the order, each line marked with where it was said. Messages shows every call, email, text and note; Updates the changes, the stops' statuses and the client opening their page; All both. Type a note in the box under the newest (A note for the team. Type @ to tag someone.) and press Post; pin one to keep it above the thread. Call and Log sit on the box. Press the Text or Email chip under a message to see exactly what went out: the text as it reached the phone, the email as it was sent.

The whole company's log (admins)

1. Open Settings, Tools, Logs and go to the Activity tab.
2. Pick the dates under From and Through, or press Today, 7 days or 30 days.
3. Narrow it by Area, by module (Every module) and by who did it (Anybody).

Good to know

• An email in the timeline shows whether it is Waiting, Opened or Bounced.
• The record's open activities count shows on its tab, so a record with nothing scheduled is easy to spot.
• Activities with a due day land on the owner's Tasks and on the calendar.
• The Activity log shows each person only what their role may read.
• Changes on Settings, Tools, Logs is a separate list: every change to a setting, with who made it.