Read the customer timeline
See everything that happened with a customer, newest first, by the date it happened.
The timeline shows everything that happened with a customer: quotes, invoices, payments, messages and replies, reviews and "How did we do?" ratings, notes, requests and phone calls with their AI summary.
On a customer's page, Recent activity shows the latest. Click View all for the full timeline.
A customer's full timeline with filters
Screenshot coming soon
Filter it
Choose what to show: Quotes, Invoices, Payments, Messages, Reviews, Notes, Requests or Calls. Click Show more for older entries.
Order
Entries are ordered by when they happened in your business, not when they were typed in. An invoice sits on its issue date and a payment on the day it was paid, even if you entered it later. When something was entered much later, it says "entered" and the date. Imported history sits on its original dates.
You only see the kinds of records your role can open.