Activity feed

The Activity feed is the running log of everything that happens across your workspace — notes, file uploads, status changes, payments, and record creation. It’s your audit trail and your “what changed?” answer in one place.

Open the feed

Open Activity from the sidebar. Events load newest-first and are grouped for easy scanning. Scroll to the bottom and use load more to page back through history.

Filter

Two filters narrow the feed:

• Subject — the kind of record an event belongs to: client, deal, ticket, invoice, estimate, appointment, project, or job.
• Kind — the type of event, such as note_added, note_updated, note_deleted, file_uploaded, file_deleted, status_changed, payment_received, estimate_converted, and created.

Combine them to answer questions like “show me every status change on tickets” or “what payments came in this week?”

Who did what

Each event is attributed to the actor who performed it — the teammate’s name, not a generic “system.” Your own actions are highlighted in the feed so you can quickly separate what you did from what your team did.

Tip

Activity is also surfaced in context — a client’s history, for example, shows the events tied to that client. The Activity page is the unfiltered, workspace-wide version of the same log.