Step-by-step guide
Customer activity history
Find related inquiries, agreements, tasks, payments, appointments and delivery updates in one timeline.
In this guide
Where to find it
Customers → Customer history
Before you start
- Have the customer name, phone number or email ready.
- Available timeline events depend on your dealership and account permissions.
Find the customer
Open Customers → Customer history and enter at least three characters of a name, phone number or email address. Similar names can belong to different people, so check the customer before opening a record.
Read the timeline
Review dated events and use Open record for the underlying entry. The timeline follows dealership boundaries and account permissions; payment events require payment access.
Keep source records current
Update the actual inquiry, task, agreement or delivery record. The timeline summarizes saved activity and does not merge customers or create new transactions.
What to enter
Use this alongside the fields shown in your workspace.
| Field | How to use it |
|---|---|
| Find customer history | Enter at least three characters. Check names carefully before opening a matching record. |
| Open record | Open the original inquiry, agreement, task or payment to review or change it. |
Worked example
Sample dataIllustrative values, not a screenshot or live customer record.
- Search customer
- Sample buyer
- Event
- Quotation created
- Next action
- Open record
The timeline brings saved events together. It does not merge similar customer names or create a new transaction.
Common issues & fixes
Expected payment events are missing
Check payment-view permission, customer identity and the saved buyer records for this dealership.