Activity log

The Activity log is a feed of everything employees did in the CRM over the selected period: who added a client, set a task, opened a deal, made a call, wrote an email, issued a document, or recorded a payment. The section has three tabs: Dashboard, List, and Charts.

What you can doWhat you can do

• View an activity summary for a period
• Find the actions you need in the list
• Filter the log by action type
• Compare activity on charts
• View the history for a single client

DashboardDashboard

A section with ready-made indicators and a calculated number of records. The tab works the same way in every section and is described in the Dashboard article.

The tab has three blocks:

Block	What it shows
My progress	The overall completion percentage of your KPIs for the month
My progress in detail	Completion for each KPI: actual, plan, and percentage
Activity indicators	How many actions were performed today: in total, and by clients, tasks, deals, emails, calls, processes, documents, finance, and files

This is a handy place to quickly see how actively you and your team are working today.

ListList

A table view of all employee actions: each row is one event. The columns are Action, Type, Responsible, Date, and Client; at the bottom you see the total number of records and the pages.

Element	What it does
Actions and Responsible	Quick filters above the table: by activity type (see below) and by employee
Period	Ready-made periods: today, tomorrow, yesterday, week, month, year. For a custom interval, set the From and To dates
Search	The magnifying glass next to the dates searches by client, phone, and email
Sorting and filter	Sorting orders the list by the selected column; the filter keeps only the records with the specified value on the screen
Add	The global add button: client, task, deal, document, or payment, without leaving the log
Column selection	The eye on the right of the table header opens the list of fields you can display: check the ones you need or uncheck the ones you don't
Activity icons	The type of each action is shown by the icon at the start of the row: task, call, email, document, and so on
Client name	Clicking the name opens the client card

Filter by actionsFilter by actions

The Actions filter keeps only one type of activity in the list:

• added clients;
• tasks;
• deals;
• emails;
• calls;
• SMS;
• processes;
• documents;
• finance;
• files.

For example, select Calls and the Week period, and the screen shows all employee calls for the week.

ChartsCharts

A visual representation of activity for the selected period: bars with the number of actions and their share. On the left you choose the breakdown: Actions, Type, Statuses, or Responsible. The charts use the same period and quick filters as the list.

Activity log in the client cardActivity log in the client card

The same feed is available in every client card, on the first tab, Activity log. It collects the history of work with that client only: tasks, emails, calls, deals, documents, and payments. The action filter works the same way; for example, Finance shows only the money related to the client (see Finance).