Activity Log
Each entity has a right-sidebar activity panel of manual notes and auto-created email entries.
Each entity has a right-sidebar activity panel:
- Manual entries — free-text notes with optional colour tags.
- Email entries — auto-created on send or receive with the Email tag.
- Expand / collapse — email entries can be toggled individually; the default (expanded or collapsed) is set in Settings → Email Display.
- Tag filter — filter entries by tag colour.
- Auto-refresh — the panel updates on new email without a page reload.
Where emails are logged
Emails are written to activity logs in two places:
- Client activity log — every sent and received email involving a client appears here (full conversation history).
- Entity activity log (deal / project / task / asset) — the email sent from that view appears here, and any replies to it also land here (threaded via
In-Reply-To).