See recent activity across accounts

Open Account Activity to read the latest notes your team has added across every account, newest first, and jump to the account a note belongs to.

In the sidebar, open Accounts, then Recent Activity. The page address is /activity. The page heading reads Activity, and the list is titled Recent activity.

Before you start

• Your admin has to give your role permission to view the dashboard and to read notes. Without the notes permission the list stays empty.
• This page shows notes only. It does not list edits, status changes or sign-ins. For those, see Read the audit log.

Steps

1. Read the list. Each row shows the note's title (or its first line), a short preview, what it is attached to, who wrote it and when it was last changed.
2. Press Accounts above the list to keep only notes on accounts, or All to show everything.
3. Press the blue account label on a row to open that account. If you cannot open accounts, the label is plain text.
4. Scroll to the bottom to load more. If more notes exist, press Load more activity.
5. Press Refresh list to pick up notes added since you opened the page.
6. On a wide screen, press the bookmark icon next to the count (its tooltip begins Saved views) to save the filter you use most.

What you see

• The heading is your organization's name followed by the word activity, with the line Latest notes from accounts. underneath.
• Pinned notes come first. The rest are ordered newest first by when they were added; the time on each row is when the note was last changed, so editing an old note does not move it to the top.
• A count next to the filter buttons says how many rows are shown and how many have loaded so far.
• Times show the month, day and time in your own time format.

If something looks different

• No activity yet.: nobody has added a note yet. Press Open Accounts, pick a customer and add a note from their page.
• Unable to load activity.: press Retry. If it keeps failing, refresh the page.
• The page sends you to an access denied screen: your role cannot view the dashboard. Ask your admin.
• Accounts is pressed but the list is empty: the notes loaded so far belong to other record types. Press Load more activity or switch back to All.

Open Recent Activity