Overview
Review recent changes and activity across records.
Main purposeReview recent changes and activity across records.
Important areasActivity list, activity kind, user, record type, record link, date and time.
Business valueActivity history helps users understand who changed what and when.
Where To Find It
Common Path: Analysis > Activity
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Activity captures important record events such as created, updated, deleted, status changed, owner changed, converted, imported, exported, and system events.
- Activity can appear on central Activity pages and on individual record detail pages.
- Linked references help users navigate back to the affected record.
Main Areas
| Area | What It Is Used For |
|---|---|
| Activity list | Central view of recent updates. |
| Record activity panel | Activity shown on a specific record. |
| Activity kind | Type of event that occurred. |
| Record link | Affected CRM record. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Kind | Created, updated, deleted, status changed, owner changed, converted, imported, exported, or system. | Use to identify the event type. |
| User | Person or system that made the change. | Use for accountability. |
| Record type | Contact, company, deal, lead, case, quote, order, ticket, call, task, job, or calendar event. | Use to understand context. |
| Date and time | When the event happened. | Use when investigating sequence of changes. |
Recommended Workflow
- Open Activity from the Analysis section.
- Scan recent activity for the record or user you care about.
- Open the linked record for details.
- Use the record detail page to review comments and current data.
- Ask an administrator if activity history shows an unexpected change.
Best Practice
- Use activity as a history tool, not as the main place to edit records.
- Check activity before changing ownership or status on shared records.
- Pair activity history with comments for the clearest business context.
Troubleshooting
- If activity is missing, the event may not be captured for that action or your role may not view it.
- If a user name is unclear, check whether the change came from an import or system process.
- If a linked record is unavailable, it may have been deleted or your role may not have access.
FAQ
Can users edit activity history?
No. Activity is used as history.
Is activity the same as comments?
No. Comments are user discussion. Activity is system-tracked history.