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Contact activities and notes
Every contact has an activity feed that records interactions as they happen: invoices sent, proposals delivered, contracts signed, meetings booked, conversations started, and status changes. The feed builds automatically from actions taken across the workspace, so the full history of a relationship is captured without manual logging.
What the activity feed captures
The activity feed logs events connected to the contact, including:
- Emails sent: messages delivered to the contact through conversations or direct email.
- Invoices: when an invoice is created, sent, viewed, paid, or marked overdue.
- Proposals: when a proposal is sent, viewed, approved, or declined.
- Contracts: when a contract is sent, viewed, or signed.
- Meetings: scheduler bookings involving the contact.
- Conversations: new conversations started with the contact.
- Status changes: updates to the contact's status or tags.
Each entry shows the event type, a description, and a timestamp. The feed is chronological, with the most recent activity at the top.
Filtering activities
The activity feed can be filtered by type, so showing only invoice-related events or only email activity narrows the view to what's relevant. Filtering is useful when reviewing a specific aspect of the relationship, like payment history or communication frequency.
Adding notes
Notes are free-text entries added to a contact manually. Each note carries a timestamp and the name of the person who wrote it. Notes sit alongside the automatic activity entries in the feed, so meeting summaries, follow-up reminders, and internal observations live next to the automatically logged events. The combination of automatic activity logging and manual notes means the contact's history builds itself from real interactions, with space to add context that automation can't capture.
