Activities

Overview

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Activities capture important customer interactions and internal notes. Depending on enabled modules, activity history may include manually entered notes, tasks, communications, calls, emails, SMS, meetings, invoices, or other timeline events.

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Before You Begin

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• Open the relevant customer, company, deal, or activity page.
• Know what event or note needs to be recorded.

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Requirements

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• CRM access.
• Permission to view or add activities.

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Step-by-Step Instructions

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1. Open the related record.
2. Find the activity, history, notes, or timeline section.
3. Add a new activity or note if the interface provides that option.
4. Enter a concise description of what happened.
5. Include dates, outcomes, next steps, or responsible users where helpful.
6. Save the activity.
7. Review the record history to confirm the entry appears.

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Expected Result

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The activity is stored with the related record and helps future users understand customer history.

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Screenshots

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Production screenshots are added only when captured from the current OneSuite release. This article is ready for screenshots, but does not use mockups or placeholder images.

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Tips & Best Practices

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• Write notes that another team member can understand later.
• Avoid sensitive personal information unless your business policy allows it.
• Use tasks for future action and activities for historical recordkeeping.

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Troubleshooting

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• Activity section missing: confirm the module supports timeline or activity for that record.
• Cannot add note: check edit permissions.
• Timeline incomplete: verify related modules are connected and syncing.

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Related Articles

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• Contacts
• Tasks
• Timeline

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Last Updated: July 2026

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