What you will accomplish

You will find what already happened with a customer—messages, notes, invoices, contracts, and schedule changes—without opening Inbox, Payments, and Schedule separately.

Use this guide when:

• A customer calls and asks, "Did you send that invoice?"
• A teammate needs context before returning a call.
• You want to confirm a contract was sent or a car was moved last week.

The Activity Feed on each customer record is your shortcut. A larger Activity page opens when you need to search or scroll through more history.

Before you start

• Open the correct customer on All Contacts.
• Know roughly what you are looking for (a message, invoice, contract, or event change).

Customer Notes vs Activity Feed

These two areas answer different questions:

To add a new team note, use Customer Notes in CRM Information on the customer detail page. See Edit customer details.

Last Communication in CRM Information is a quick summary of the most recent contact. It updates from activity (such as Inbox messages). If the date looks wrong, scroll the Activity Feed or open the full Customer activity page for the full story.

Open the Activity Feed on the customer record

1. Open the customer

   From All Contacts, search for the customer and open their detail page.

   Expected result: You see sections such as Personal & Contact, Cars, and Activity Feed.

2. Find Activity Feed

   Scroll to the Activity Feed section on the right side of the page (on wide screens) or below the cars area (on smaller screens).

   Why this matters: This feed only shows activity tied to this customer. It is faster than searching all of Inbox when you already know who you are helping.

3. Scan recent items

   Each line shows what happened and when—for example an email sent, a text received, an invoice created, or a stage change.

   Expected result: The newest items appear at the top. You can often answer a customer's question in seconds.

   Tip: Check Last Communication in CRM Information on the same page for a one-line summary of the most recent message.

Open the full Activity page

When the feed is not enough—long history, many event types, or you need more room to read:

1. Click View all on the feed

   In the Activity Feed section, click View all (or the expand arrow near the section title).

   Expected result: A dedicated Customer activity page opens with a larger timeline. The page title at the top says Customer activity and shows the customer's name.

2. Use Back to customer when you are done

   Click Back to customer in the top-right corner to return to the customer detail page.

   Why this matters: You do not need to remember a web address—the button always takes you back to the same record you started from.

Search and filter on the full Activity page

On the full Customer activity page, you can narrow a long timeline:

1. Open Filters

   Click Filters near the top of the activity list.

   Expected result: Options appear to filter by category, date range, or search text.

2. Pick a category (optional)

   Use quick category buttons—such as Messages, Billing, or Schedule—to show only that type of activity.

   Why this matters: When a customer asks specifically about an invoice, filtering to Billing hides unrelated messages so you can find the answer faster.

   

3. Search by keyword (optional)

   Type in the search box to find words like "invoice", a car name, or a teammate's note.

   Expected result: The list shrinks to matching items. A count near the top shows how many entries match (for example, "3 of 24 entries").

   Why this matters: Long-time storage customers may have hundreds of lines. Filters keep you from scrolling for several minutes on a phone call.

4. Clear filters when finished

   Click Clear filters to return to the full timeline.

   Expected result: All activity types appear again.

Click through to the original record

Many activity lines are clickable. When you see an item you need to act on:

1. Click the activity line

   On the feed or full Activity page, click an item that looks like a link (for example an invoice or message).

   Expected result: The app opens the related page—such as the invoice in Payments or the conversation in Inbox.

2. Take action on that page

   Reply to the message, resend the invoice, or review the contract from the page that opened.

   Why this matters: Activity is your map. The linked page is where you do the work.

3. Return to the customer record

   Use your browser back button or open All Contacts again if you need more context on the same customer.

What appears in activity

Activity pulls together work your team already did in other parts of the app. Typical items include:

• Emails and texts sent or received through Inbox
• Notes added on the customer or car record (see Add and manage customer notes)
• Invoices and payments when billing is enabled
• Contracts and documents sent or signed
• Market interests added or updated when a customer shares a buy-want
• Schedule changes such as new appointments or completed work
• CRM updates such as stage changes (also shown under Last Communication in CRM Information)
• Car changes such as parking moves or session updates when linked to this customer's vehicles

Tips for front-desk staff

Troubleshooting

What to do next

• Send or review messages: Respond to a conversation
• Add context for the team: Add and manage customer notes
• Update customer details after a call: Edit customer details
• Leave context for the next shift: Add and manage customer notes
• Export a roster for managers: Export and use the customer report