Activities

Activities provide a unified audit trail of interactions with CRM contacts, leads, and accounts. They combine manually created entries with automatically logged system events into a single chronological view.

Activity Grid

The activities grid shows all activities across the tenant with server-side paging for large datasets.

Filtering

The filter bar supports multiple criteria across two rows:

Filter	Description
Type	Activity type (call, email, sms, whatsapp, note, meeting, task, lead_conversion)
Agent	The user associated with the activity
Contact	Filter by contact name (substring match)
Source	Activity source: manual, interaction, external, or campaign
From / To	Date range using date selectors
Lead	Filter by lead name
Account	Filter by account name
Direction	Inbound or outbound
Summary	Search within the summary text

Grid Columns

Column	Description
Type	Activity type with icon
Contact	Associated contact name
Lead	Associated lead name
Account	Associated account name
Summary	Brief description of the activity
Direction	Inbound or outbound
Agent	The user who performed or is associated with the activity
Source	How the activity was created (manual, interaction, external, campaign)
First Message	Opening message text (for interaction-sourced activities)
Created	Timestamp of when the activity was logged

Activity Timeline

Contacts, accounts, and leads each show an Activity Timeline badge in their grid. The badge displays the count of related activities and interactions (e.g., “6 Activities”). Clicking the badge opens a timeline window showing activities specific to that entity.

The timeline merges two data sources:

• CRM activities from the crm_activities table
• Closed interactions from the contact center closed_interactions table

Both are combined and sorted chronologically.

Interaction Messages

From the interactions grid or timeline, you can view the full conversation history for any interaction. The messages viewer displays messages in a chat-bubble layout:

• Outbound messages appear on the right with a distinct background color
• Inbound messages appear on the left
• A search bar with next/previous navigation and match highlighting helps locate specific content
• Toolbar shows the queue, channel, and message count

Automatic Activity Logging

Activities are created automatically in the following scenarios:

• Lead Conversion — When a lead is converted to a contact, a lead_conversion activity is logged on both the new contact and the original lead
• Contact Updates — Significant changes to contact records may generate activity entries

Additional automatic logging (call events, messaging events) will be added as the messaging and campaign features are developed.