UNDERSTAND THE CONTACT ACTIVITY TIMELINE

Article ID: CON-019

Category: Contacts

Estimated Time: 3 minutes

Difficulty: Beginner

What You'll Learn

Learn how to use the Activity Timeline to view everything that has happened with a contact in one place.

Why the Activity Timeline Matters

The Activity Timeline provides a chronological history of your contact's interactions with your business. Instead of checking multiple areas of flourish, you can quickly see recent activity from the contact record.

You may see activities such as:

• Contact created

• Notes added

• Tasks completed

• Appointments scheduled

• Tags added or removed

• Emails sent

• Text messages sent

• Workflow activity

• Form submissions

• Invoice or payment activity (if applicable)

Follow These Steps

☐ From the left menu, click Contacts.

☐ Search for and open the contact you want to review.

☐ Locate the Activity or Timeline section of the contact record.

☐ Scroll through the timeline to review recent activity.

☐ Click an activity, if available, to view additional details.

Success Check

✔ You can view the contact's activity in chronological order.

✔ You can identify recent interactions with the contact.

Pro Tip

💡 The Activity Timeline is one of the fastest ways to understand a client's history before replying to them or making updates to their record.

Troubleshooting

My timeline looks empty.

• Verify you're viewing the correct contact.

• New contacts may not have any recorded activity yet.

I can't find a recent action.

• Refresh the contact record.

• Some activities may take a few moments to appear.