The Comments and Activity cards together provide a complete picture of the interactions and changes surrounding a customer.
Comments are manual notes that users add.
Activity automatically shows recorded system events.
Together they provide context, follow-up, and an audit trail for every customer.
Comments
Comments are internal notes that users manually add to a customer record.
Use them for:
Internal follow-up or transfer between team members
Documentation of telephone conversations or appointments
Notes on specific customer actions
Important notes for future reference
Comments are not visible to customers.
View comments
Open the customer details page
Find the map Notes
The most recent comments are at the top
Each comment shows:
Author's name and avatar
Timestamp (e.g., November 6, 2025, 2:30 PM)
The text of the comment
Empty fields will show the message “No comments added yet.”
Add comment
Click in the input field below the map Comments
Type your text
Click Send or press Enter
The comment appears immediately at the top of the list
Note: If you don't see the input field, you may not have write permissions. Contact your system administrator.
Edit or delete comments
Action | Support |
To process | Not supported - add a new comment to clarify or correct |
To delete | Possible for users with delete rights. |
Layout and behavior
Only plain text is supported (no formatting, links, or attachments)
No limit on length or number of characters
Timestamps use your system's time zone
Long comments may require scrolling within the map
All comments remain internal and are not shared with customers.
Activity
The Activity Feed is an automatic log of events related to the customer.
Each event is recorded with:
An icon (entity type, such as customer, invoice, or contract)
A title (short description, e.g. “Invoice created”)
A description with additional context (such as invoice number or date)
A timestamp
The user who performed the action (if applicable)
View activity
Open the customer details page
Find the map Activity
Scroll down to view previous events
The latest events are always at the top
If there is no activity, the message “No activity registered yet.” will appear.
Types of events
Customer management
Customer management
Customer created
Customer details changed
Contact information updated
Bank details changed
Billing address adjusted
Communication preferences updated
Customer group changed
Automatic settlement settings adjusted
Billing & Payments
Billing & Payments
Invoice created or sent
Payment term changed
Payment status updated
Communication
Communication
Email sent
SMS sent
Letter sent
Contracts & services
Contracts & services
Contract signed
Services or locations added/removed
Products within contract updated
Important: The activity shows all events chronologically, with the newest at the top. pagination is used to load older events and
There is no filter by event type available in the current view.
If necessary, use Ctrl+F / Cmd+F to search within the page.
How the timeline works
Each event is automatically created whenever a relevant action takes place in the system.
The timeline:
Automatically refreshes on new activity
Shows absolute times (not "x hours ago")
Uses your system's time zone
Activity is not editable and not deleted.
Collaboration between Comments and Activity
Both parts complement each other:
Element | Goal |
Comments | Manual context, communication between team members |
Activity | Automatic system event logging |
Example:
An invoice is created → appears in Activity
You note: “Customer called to confirm receipt” → appears in Comments
Address change request and adjustment → Activity
You add: “Change of address confirmed by telephone” → Comments
This creates a complete audit trail of what happened and why.
Situation | Behavior |
No comments or activity | Empty status with message “No data yet” |
Deleted user | Comment will remain visible without avatar, with original author ID |
Very long comments | Map shows scroll bar to view text |
Delayed activity | Some system actions may have a few seconds delay before appearing |
Lack of rights | The Comments and/or Activity cards are not visible |
Network error while saving comment | Check internet connection and permissions, try again |
Problem | Solution |
Comments or activity missing | Check permissions, refresh page |
Comment cannot be saved | Check permissions, input (not empty), and internet connection |
New events are not appearing | Refresh the page — activity usually updates automatically |
Delete button not visible | You may not have permission to delete comments |
No search function | Use browser search function (Ctrl+F / Cmd+F) |
Can customers see comments or activity?
No, both parts are internal and only visible to users.
Can I edit a comment?
No. Add a new one to supplement or correct existing information.
Can I delete activity?
No. Activity is permanent and part of the audit log.
Can I attach files to comments?
No. Only text is supported. Use the attachment function elsewhere on the customer page.
Are comments shared with other users?
Yes, all users with the appropriate rights can see each other's comments.
Can I search within comments or activity?
Not yet in the current interface. Use the browser search function if necessary.
Is the data synced across all devices?
Yes, the information is stored in the database and is visible on any device after refreshing.
Note: Manual note added by a user
Activity: Automatic system notification upon an event
Event: Action in the system (e.g. customer created, invoice sent)
Timeline: Chronological display of activities
Actor: user who performed the action
Subject: entity to which the action relates (e.g. customer, contract, invoice)
Originator: Object that caused the activity (e.g. invoice that triggers customer activity)
Audit trail: an indelible record of events and changes