Activity Feeds and Comments
A live timeline on every record showing who did what and when, plus inline comments for the team, backed by a system-wide audit log retained for five years.
- See the whole story at a glance
Every record has a live activity feed showing status changes, fulfillments, receipts, and comments in chronological order.
- Notes in context, not in email
Team members comment directly on orders, customers, or quotes, so 'customer wants Friday delivery' lives where it belongs.
- Compliance-ready audit trail
Every action across the system is logged with user, timestamp, and what changed, searchable and retained for five years.
- Clear accountability on approvals
Every status transition records who did it and when, so 'who approved this?' is always one click away.
What it does
Every key record in the system (sales orders, purchase orders, quotes, customers, prospects) has a live activity feed on its detail page showing a timeline of everything that's happened: status changes, user comments, fulfillments, goods receipts, and more. Users can also add their own comments to any record as internal notes. Behind the scenes, a full audit log captures every action across the system with who did what and when, stored for up to five years.
What it replaces
Replaces asking "who changed this?" and "when did we approve that order?" by email or over the phone. Without activity feeds, piecing together the history of an order means checking email threads, asking colleagues, and hoping someone remembers.
Who it's for
Every business using the system: this is a foundational feature. Particularly valuable for teams where multiple people touch the same records (e.g. sales creates the order, warehouse fulfills it, admin invoices it), and for businesses with compliance or audit requirements that need a clear record of who did what and when.
What problems it solves
- No visibility into what happened to a record. The activity feed on each record shows every status change, fulfillment, goods receipt, and comment in chronological order, so you can see the full story at a glance without leaving the page.
- Internal notes about a record are scattered across email and chat. Comments let any user add a note directly to the record, visible to everyone who opens it. "Customer requested Friday delivery" or "Waiting on supplier confirmation" lives where it belongs, not buried in an inbox.
- No audit trail for compliance or dispute resolution. Every action is recorded with the user who performed it, the timestamp, and what changed. The centralised Audit Log page lets admins search and filter across all events system-wide, not just per record.
- Can't tell who approved an order or when. Status transitions (draft → submitted → approved → fulfilled) are logged with the user and timestamp, so there's always a clear chain of accountability.