Per-Record Timelines
Every key record - customer, lead, quote, job, invoice and user - has an activity timeline showing its history.
What Appears
Timelines capture actions such as quote views, quote acceptance and decline, invoice creation and sending, reminder emails, tag changes, and notes, messages and attachments.
Sources and Links
Each entry shows the customer avatar or initials and a source link back to the record where the activity was created, so you can always trace where something came from.
Duplicate Entries
Sometimes the same action appears more than once - for example on both a related record and the customer. This is intentional, so each record keeps a complete audit trail.