What lands on the timeline
Every contact in CRM has an activity timeline — a reverse-chronological log of every interaction that's been recorded against them. Manual entries and automatic events show up side-by-side, so the person looking at the record right now sees the same story no matter which app did the work.
Entries come from two sources:
Manual (you add them)
- Call logs — who called whom, when, how long, a note summary. Log these from the contact page or the CRM mobile app after a call.
- Notes — free-form text. Useful for observations that don't fit another type (“prefers corner table”, “allergic to shellfish”).
- Meetings — synced from Google Calendar or Outlook Calendar (Admin tier). Or logged manually after the fact.
- Emails — synced from the connected Gmail/Outlook mailbox (Admin tier), or forwarded via the BCC address CRM gives each user.
- Tasks — action items assigned to a team member with a due date.
Automatic (the platform adds them)
- Queue joins — “joined waitlist at Downtown, party of 4, quoted 25 min”.
- Reservation events — booked, confirmed, modified, cancelled, seated, completed.
- Payments & invoices — invoice sent, payment received, deposit paid.
- Print jobs — profile card printed, receipt printed, confirmation slip printed.
- Campaign touches — email delivered, SMS sent, email opened, link clicked, unsubscribed.
- Support tickets — ticket opened, replied to, resolved.
Because these events flow through platform_api, any licensed app — first-party or a customer integration — can publish into the timeline. The shape is: actor, action, subject, occurred_at, metadata.
Filtering the view
The timeline can get noisy for long-lived contacts. Use the filter bar at the top:
- Type — show only calls, only emails, only automatic events, etc.
- Source app — hide queue noise while reviewing sales activity.
- Time window — last 7 / 30 / 90 days, or custom range.
- Owner — activities logged by a specific team member.
What the timeline does not do
A contact's timeline is per-contact. If you want an org-wide activity feed, use the Hub's Activity Log. If you want a pipeline-focused view, use the Deals board. The CRM timeline is the contact-centric view — everything that happened with this person.
Privacy and retention
Activity entries inherit the contact's privacy settings. If a contact is deleted (or right-to-be-forgotten request is processed), their activity log is deleted too. Retention settings (Admin tier) let you auto-purge activity entries older than a defined window — useful for regulated industries.