The Activity log on a record: read it, search it, write in it

Open an enquiry or any other profile record. Under the record’s tabs is the Activity card (1). It opens on the note box (2), ready to write in. Under it, one quiet line (3) says when the record was made, where it came from and how many things happened since; then the tabs and everything that happened, newest first. On a phone, choose the Activity tab.

All (1) shows everything; Notes, Email, Calls and Chats show one kind each, with a count. An amber dot (2) means something there waits on you — an email with no reply, a missed call. Signal (3) shows how the person found you: the ads, visits, chats and calls that brought them, in order. It moved here from the record’s tabs. A row marked Signal ↗ in All opens its touch in this tab.

Click the search box (1). Under it are this record’s Deals (2), the People on it (3) and days (When, 4) — a person in more than one profile also gets Profiles. Pick one and it becomes a token in the box; type a word and the rows narrow as you type. Tokens, a tab and a word combine — Calls + @Rahul K + quote — and the box shows how many rows match. Nothing matches? Show everything clears it all.

Type in the box (1). @ Mention (2) tells a colleague, / Link a record (3) puts the note on another record too, and the clip (4) attaches files. Post (5) adds it to the log.

Type @ and the first letters of a name: a list opens under the text (↑ ↓ to choose, Enter to insert, Esc to close) and the name becomes a pill (1). The line under the box (2) says what will happen — Rahul K is told — bell and push. Type / to pick a record the same way; the note then shows on that record’s Activity too. Someone outside SkedX? Add them as a watcher on a task, by email.

Press the SkedX AI mark (1) beside the mic. SkedX rewrites what you wrote, with this record as the context, and the new words type in. Rewritten by SkedX AI from this record (2) — press Undo to get yours back. With an empty box it drafts a note from the record. It uses your company’s AI credits.

Press the mic, speak for up to 3 minutes and press Stop — nothing is posted yet. Listen to it (1), bin it or record again, then Post the voice note (2). Under it is what SkedX heard and the fields it can fill (3), such as Quantity → 500; untick a field to keep it as it is. The log shows the voice note with its player, the words and the fields it filled.

Point at a row (on a phone, tap it). React (1) opens six reactions — 👍 ✅ ❤️ 🎉 👀 🙏 (long-press on a phone); a plain click is a Like, and the button then shows yours. Each person has one reaction: another one replaces it, the same one again takes it back. Reply (2) answers a note in a thread (3); on a call, an email or a change it is Add a note, which threads under that row. The row shows the reactions and a count (4) — point at them to see who. Your own notes also have Edit and Delete.

A call row starts with its direction (1) — incoming, outgoing or missed. The second line (2) says how it went, such as Reached · Interested; an outcome SkedX suggested carries a tick and a cross until someone keeps it. See transcript (3) shows the conversation with each speaker told apart, and when the call was recorded the recording plays in the row, with a speed button. A missed call nobody returned is amber, with Return the call. Details holds the rest.

When SkedX AI suggestions are on and something needs your answer — a note that names no time on an open enquiry with nothing planned, or a follow-up the call named — Needs you asks it under the note box: Follow up with Priya about the sample class? Pick a time (1) and SkedX books the call on your calendar; it shows in Follow-ups, and a green Saved line offers Undo for 10 minutes. Pick… (2) opens the date-and-time picker. No follow-up (3) is an answer too. The line under it (4) says why it asked. When SkedX has more than one question, they come one at a time, with Skip › and a ··· menu to stop a kind of suggestion or see why.