Activity Timeline

Track all activity across your CRM in one centralized timeline. See what's happening with clients, invoices, quotes, and more.

Overview

The Activity Timeline provides:

• Complete audit trail of all CRM actions
• Real-time activity updates
• Filterable by entity type and user
• Searchable activity history
• User action tracking

Viewing Activity

Activity Page

1. Navigate to Activity in the sidebar
2. View chronological list of all activities
3. See:
   • Activity type and description
   • User who performed action
   • Entity (client, invoice, etc.)
   • Timestamp
   • Additional metadata

Activity Types

Common activity types include:

• Client Created: New client added
• Client Updated: Client information changed
• Invoice Created: New invoice created
• Invoice Sent: Invoice emailed to client
• Invoice Paid: Payment recorded
• Quote Created: New quote generated
• Quote Accepted: Quote accepted by client
• Payment Recorded: Payment added to invoice
• Task Created: New task added
• Task Completed: Task marked complete

Filtering Activity

By Entity Type

Filter activities by:

• All: Show all activities
• Clients: Only client-related activities
• Invoices: Only invoice activities
• Quotes: Only quote activities
• Projects: Only project activities
• Tasks: Only task activities

By User

• Filter to see activities by specific users
• Track individual user actions
• Monitor team activity

By Date Range

• Filter by date range
• View activities from specific periods
• Useful for reporting and audits

Activity Details

Viewing Details

1. Click on activity item
2. View complete activity information:
   • Full description
   • User details
   • Entity information
   • Timestamp
   • Metadata (changes made, values, etc.)

Activity Metadata

Activities include relevant metadata:

• Before/After values: See what changed
• Related entities: Links to related records
• Action details: Specific action performed

Client Activity Timeline

Viewing Client Activity

1. Navigate to Clients
2. Open a client
3. View Activity tab
4. See all activities for that client:
   • Invoices created/sent/paid
   • Quotes created/accepted
   • Client information updates
   • Communication history
   • Project activities

Invoice Activity

Invoice Activity Timeline

1. Open an invoice
2. View activity section
3. See:
   • Invoice creation
   • Status changes
   • Payments recorded
   • Email sent
   • Updates made

Searching Activity

Global Search

1. Use Ctrl+K for global search
2. Search across all activities
3. Find specific actions or events
4. Filter results by type

Activity Search

1. On Activity page
2. Use search bar
3. Search by:
   • Activity description
   • User name
   • Entity name
   • Metadata content

Activity Notifications

Real-Time Updates

• Activities appear in real-time
• No refresh needed
• Automatic updates as actions occur

Notification Center

• Important activities appear in notifications
• Click to view activity details
• Mark as read when reviewed

Best Practices

• Review regularly: Check activity timeline for important events
• Use filters: Filter by entity or user for focused views
• Track changes: Use activity to see what changed and when
• Audit trail: Activity provides complete audit trail
• Monitor team: Use activity to see team actions

Activity Retention

• Activities are retained indefinitely
• Cannot be deleted (for audit purposes)
• Searchable historical record
• Exportable for reporting

Exporting Activity

1. Navigate to Activity
2. Apply filters if needed
3. Click Export
4. Download CSV with activity data
5. Use for reporting or analysis

Use Cases

Audit Trail

• Track all changes to important records
• See who made changes and when
• Maintain compliance records

Team Monitoring

• See what team members are doing
• Track productivity
• Identify training needs

Client History

• View complete client interaction history
• See all invoices, quotes, and communications
• Understand client relationship

Troubleshooting

• Identify when issues occurred
• See what actions led to problems
• Track down root causes

Next Steps

• Managing Clients - View client activity
• Managing Invoices - View invoice activity
• Reports - Activity-based reports