Activities

Overview

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.

Before You Begin

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

Requirements

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

Step-by-Step Instructions

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.

Expected Result

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

Screenshots

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.

Tips & Best Practices

• 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.

Troubleshooting

• 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.

Related Articles

• Contacts
• Tasks
• Timeline

Last Updated: July 2026