Overview
The Activities tab is your CRM timeline for one customer. Log touchpoints, review past follow-ups, and optionally link an activity to a quote, job, or invoice.
Where in the app: Sidebar → Customers → customer row → Activities tab
Open: Customers
Quick actions
| Button | Opens modal for |
|---|---|
| Log Call | Phone conversation |
| Log Email | Email touchpoint |
| Log Meeting | In-person or virtual meeting |
| Add Note | Internal note (no call/email metadata) |
Activity timeline
Activities group into: Upcoming, Today, Yesterday, This Week, Older.
Each card shows type icon, subject, date/time, outcome (when set), linked document, and notes preview.
| Card action | Purpose |
|---|---|
| Mark complete | For pending scheduled items |
| ⋮ → Edit | Open the activity in the log modal |
| ⋮ → Delete | Remove the activity |
Empty state: No activities yet with a Log First Call shortcut.
Log Activity modal
| Field | When used |
|---|---|
| Activity Type | Call, Email, Meeting, Note (hidden when editing) |
| Subject | Required |
| Date and Time | When the activity happened |
| Outcome | Call: Connected, Left Voicemail, No Answer, Busy, Wrong Number. Email: Sent, Received, Replied, Bounced. Meeting: Held, Cancelled, Rescheduled, No Show |
| Duration (minutes) | Call and meeting |
| Link to Document (Optional) | Attach to a quote, job, or invoice via + Link to Quote, Job, or Invoice |
| Notes / Note Content | Details textarea |
Buttons: Cancel, Log Activity (or Update when editing).
Link to a document
- In the modal, click + Link to Quote, Job, or Invoice.
- Pick the record from the customer's history.
- Save the activity.
Linked activities help your team see why a follow-up happened in context of a specific project.
Text messaging
Use the Message button on the customer detail header to open text messaging when the customer has a phone number. Logged calls and texts together give a fuller communication history.