The working day
An account timeline that only shows what was logged on the account is empty.
Nobody logs a call against a company. They log it against the deal, or the person they spoke to. So the company page shows four notes from 2023 and everyone concludes the CRM is not being used.
It is being used. It is just not being asked the right question.
Roll-up
Logging against a deal tells the company too.
The link to the company is written at the moment of logging rather than worked out later — which is why an account's timeline shows what happened on its deals and with its people, without anyone having to log anything twice.
A contact who belongs to no company is a legitimate case and is left as such, rather than being forced under a placeholder.
- Call — pricing pushback from procurement2h agoDeal · depot rollout · R. Ellis
- Email — revised terms sentyesterdayContact · Anneke Smit · auto-captured
- Meeting — technical review3 days agoDeal · depot rollout · auto-captured
- Note — intro from the Rotterdam teamlast weekContact · Pieter Vos · S. Iyer
- A contact's timeline is wider than the obvious link —
An automatically captured email often involves several people, and only one can be the primary. So a contact's timeline includes the exchanges they were part of rather than only the ones where they were first. Before that fix, only one person in a thread ever saw it.
- Calls, meetings and emails arrive without being typed —
Connected mail and calendar capture what happened. A recorded call produces its own entry. The timeline fills from work rather than from discipline.
- Mentioning somebody who cannot see the record fails quietly —
The mention is dropped, order preserved. The author is not told whether that person exists — which is the point, because an error message would answer the question.
- Nine types, five states —
Including scheduled and no-show, so a meeting that did not happen is recorded as a meeting that did not happen.
Notes
A note is rich text, and it can never execute.
Formatting, links and mentions survive a save and reload. Anything that could run does not — and the interesting part is that it is not enough to remove the dangerous tags, because a stripping pass keeps what is inside them. So the contents go first, then the tags, then anything left dangling.
Links are restricted to the schemes a note should contain. A note that is empty once cleaned is refused rather than saved blank.
- Private means private on every path —
Enforced both when listing notes and when opening one directly — and opening one you are not allowed to see returns a not-found rather than a refusal, so the note's existence is not disclosed.
- Five pins per record —
A cap, with a readable refusal. Without one, pinning stops meaning anything within a quarter.
- Previews keep their shape —
Paragraphs and list items survive into the plain-text version, so a preview reads as text rather than as one run-on line.
›What counts as an activity?
Calls, meetings, emails, completed tasks, created notes, stage changes, owner changes, visits and system events — nine kinds, so a timeline distinguishes a conversation from an administrative change rather than showing both as an entry.
›Can I export activities or notes?
Not today. Accounts, contacts, deals and leads export; activities, tasks and notes do not, and they are not available to the report builder either. They are read on the record.
›Can a note have a file attached?
Files attach through the platform's own file handling rather than through the note itself, and follow the same visibility as the record they hang from.
›Is there a screen listing all activities?
No — they appear on the records they belong to. There is no activity inbox.