How it works

• Activity types - Timeline captures emails (when synced), calendar events, field updates, note creation, task assignments, and all manual entries.

• Viewing activities - Open any record and navigate to the Activity tab to see a reverse chronological timeline grouped by month.

• Automatic logging - Field changes like "City updated to Naples" appear automatically with timestamps and user attribution.

• Manual additions - Create Notes for meeting summaries or Tasks for follow-ups; these appear in the timeline immediately.

• Entry details - Each activity shows who performed it, exact timestamp, clear description of the change, and links to related records.

• Timeline persistence - All activities are permanently stored unless the parent record is deleted, creating an audit trail.

• Current limitations - Automatic entries cannot be edited or deleted; use Notes for editable meeting logs and additional context.

Tips

• Review the timeline before important calls to refresh your memory on past interactions

• Use the Notes tab to add detailed context that can be edited later 

• Filter timeline by date ranges when looking for specific past events

• Combine timeline data with AI insights for better relationship understanding

FAQ

Q: Can I delete activity entries? 

A: Automatic entries cannot be deleted. Use Notes for editable content.

Q: How far back does activity history go?

 A: Indefinitely all activities are preserved unless the record is deleted.

Q: Can I export the activity timeline? 

A: Not directly, but activities influence fields that can be exported.