View Contact Activity Log
Track every interaction, status change, and event related to a contact in the activity log.
What this guide covers
The activity log on a contact record shows a chronological timeline of every interaction, update, and event tied to that contact. This guide explains how to read the log, filter events, and use it for accountability.
View the activity log
Open any contact and scroll down to the Activity section in the sidebar. The log displays events in reverse chronological order with the most recent activity at the top.
Screenshot: Contact detail page showing the activity log in the right sidebar with timestamped entries for email sent, job created, and invoice paid
Event types in the log
The activity log tracks these event types:
| Event | Description |
|---|---|
| Email sent | An email was sent to or received from this contact |
| Job created | A new job was created for this contact |
| Job status changed | A job moved to a new status (e.g., In Progress) |
| Quote sent | A quote was sent to this contact |
| Quote accepted/declined | The contact responded to a quote |
| Invoice sent | An invoice was sent to this contact |
| Payment received | A payment was recorded against an invoice |
| Note added | A team member added an internal note |
| Contact updated | Contact details were edited |
Animation: A scrolling animation showing new activity entries appearing at the top of the timeline as events happen in real time
Filter activity events
Click the filter icon at the top of the activity section to narrow down events by type. Select one or more event categories to focus on specific interactions.
Tip: Use filters to quickly find the last time you communicated with a contact. Filter by "Email sent" to see all outbound messages.
Who performed the action
Each log entry shows the team member who performed the action, the timestamp, and a brief description. Click any entry to navigate to the related record (job, invoice, quote, or conversation).
Note: System-generated events like automated payment reminders show "System" as the actor instead of a team member name.
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