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What you will accomplish

You will find what already happened with a customer—messages, notes, invoices, contracts, and schedule changes—without opening Inbox, Payments, and Schedule separately. Use this guide when:
  • A customer calls and asks, “Did you send that invoice?”
  • A teammate needs context before returning a call.
  • You want to confirm a contract was sent or a car was moved last week.
The Activity Feed on each customer record is your shortcut. A larger Activity page opens when you need to search or scroll through more history.
Activity vs InboxInbox is where you reply to messages. Activity is where you look up what already happened for one customer. Start on the customer record when someone calls about their own account.

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Before you start

  • Open the correct customer on All Contacts.
  • Know roughly what you are looking for (a message, invoice, contract, or event change).

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Customer Notes vs Activity Feed

These two areas answer different questions:
To add a new team note, scroll to the Customer Notes section on the customer detail page. See Add and manage customer notes. Last Communication in CRM Information is a quick summary of the most recent contact. It updates from activity (such as Inbox messages). If the date looks wrong, scroll the Activity Feed or open the full Customer activity page for the full story.
Full Customer activity page with timeline of emails, notes, billing, and CRM updates
The full Customer activity page shows more history than the short feed on the customer detail page.

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Open the Activity Feed on the customer record

1

Open the customer

From All Contacts, search for the customer and open their detail page.Expected result: You see sections such as Personal & Contact, Cars, and Activity Feed.
2

Find Activity Feed

Scroll to the Activity Feed section on the right side of the page (on wide screens) or below the cars area (on smaller screens).Why this matters: This feed only shows activity tied to this customer. It is faster than searching all of Inbox when you already know who you are helping.
3

Scan recent items

Each line shows what happened and when—for example an email sent, a text received, an invoice created, or a stage change.Expected result: The newest items appear at the top. You can often answer a customer’s question in seconds.Tip: Check Last Communication in CRM Information on the same page for a one-line summary of the most recent message.
Alex Morgan customer page with Activity Feed on the right showing Contact added, Stripe subscription started, and parking assignment created, plus View more activity and View all
The Activity Feed sits on the right side of the customer page. Use View more activity to expand the list, or View all to open the full Customer activity page.

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Open the full Activity page

When the feed is not enough—long history, many event types, or you need more room to read:
1

Click View all on the feed

In the Activity Feed section, click View all (or the expand arrow near the section title).Expected result: A dedicated Customer activity page opens with a larger timeline. The page title at the top says Customer activity and shows the customer’s name.
2

Use Back to customer when you are done

Click Back to customer in the top-right corner to return to the customer detail page.Why this matters: You do not need to remember a web address—the button always takes you back to the same record you started from.
Full customer Activity page showing a scrollable timeline of emails, texts, invoices, and events
The full Activity page gives more room to review long customer histories and use search and filters.

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Search and filter on the full Activity page

On the full Customer activity page, you can narrow a long timeline:
1

Open Filters

Click Filters near the top of the activity list.Expected result: Options appear to filter by category, date range, or search text.
2

Pick a category (optional)

Use quick category buttons—such as Messages, Billing, or Schedule—to show only that type of activity.Why this matters: When a customer asks specifically about an invoice, filtering to Billing hides unrelated messages so you can find the answer faster.
Customer activity page with Filters open showing category buttons and a search box
Open Filters on the full Customer activity page to narrow a long timeline by category or keyword.
3

Search by keyword (optional)

Type in the search box to find words like “invoice”, a car name, or a teammate’s note.Expected result: The list shrinks to matching items. A count near the top shows how many entries match (for example, “3 of 24 entries”).Why this matters: Long-time storage customers may have hundreds of lines. Filters keep you from scrolling for several minutes on a phone call.
4

Clear filters when finished

Click Clear filters to return to the full timeline.Expected result: All activity types appear again.

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Click through to the original record

Many activity lines are clickable. When you see an item you need to act on:
1

Click the activity line

On the feed or full Activity page, click an item that looks like a link (for example an invoice or message).Expected result: The app opens the related page—such as the invoice in Payments or the conversation in Inbox.
2

Take action on that page

Reply to the message, resend the invoice, or review the contract from the page that opened.Why this matters: Activity is your map. The linked page is where you do the work.
3

Return to the customer record

Use your browser back button or open All Contacts again if you need more context on the same customer.
Activity is mostly a read-only viewYou review history here. To reply to a message, open Inbox. To edit an invoice, open Payments. Activity helps you find what happened and jump to the right place.

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What appears in activity

Activity pulls together work your team already did in other parts of the app. Typical items include:
  • Emails and texts sent or received through Inbox
  • Notes added on the customer or car record (see Add and manage customer notes)
  • Invoices and payments when billing is enabled
  • Contracts and documents sent or signed
  • Market interests added or updated when a customer shares a buy-want
  • Schedule changes such as new appointments or completed work
  • CRM updates such as stage changes (also shown under Last Communication in CRM Information)
  • Car changes such as parking moves or session updates when linked to this customer’s vehicles
New customer, empty feed?A brand-new record may show little or no activity until your team sends a message, creates an invoice, or schedules work. That is normal. If you expected an item, confirm the work was saved under this customer—not someone with a similar name.

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Tips for front-desk staff

Before you call a customer back: Open their record and scan the Activity Feed. You may see that a teammate already sent the invoice or texted an update.When a customer says “I never got it”: Look for an email or text line with a timestamp. If nothing appears, the message may not have been sent yet—check Inbox or resend from the right page.When onboarding stalls: Look for contract or portal-related items. Pair activity with Invite a customer to the portal.When two teammates worked the same account: Activity shows who did what and when—helpful for handoffs at the start of a shift.

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Troubleshooting

Activity looks emptyNew customers may have little history until your team sends messages, creates invoices, or schedules events. If you expect an item and do not see it, confirm you opened the correct customer and that the work was saved under their record (not another person with a similar name).
I cannot find the Activity Feed sectionSomeone may have hidden the Activity Feed block for the whole team. An admin can turn it back on in Customize the contact page. You can still open activity from other pages, but the shortcut on the customer record will be gone until the block is shown again.
I need to reply, not just readClick a message line to open Inbox, or use the customer’s email or phone from the top of their record for a direct call.
I cannot find something older than a few weeksOpen the full Customer activity page with View all, then use Filters and scroll down. The feed on the customer page shows only the most recent items by design.

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What to do next