Customer Activity and Reminder
The Activity tab is an automatic audit trail for a customer — every significant interaction, system update and notification sent to them, in chronological order. It gives sales and support the history of a relationship without cross-referencing other modules.
Where to find it
Open a customer and select the Activity tab.
Field Definitions for the Activity List
| Column | Description |
|---|---|
| Date & Time | When the activity was recorded. |
| Activity Type | What happened — a document raised, an email sent, a record changed. |
| Description | The detail of the event. |
| User | Who performed it, or the system where automatic. |
The log is written by the system, not typed by users. That is what makes it useful in a dispute — it records what actually happened rather than what someone remembers, including which notifications were sent and when.
Activity against Tasks
Activity is a record of the past; Tasks are commitments about the future. Use Activity to establish what happened, and Tasks to make sure something will.
Related pages
- Customer Tasks — scheduled follow-ups
- Customer View — the account record
- Email Log — delivery status of what was sent