Contact Activity Timeline
View all sales activities for a specific contact person in chronological order
Contact Activity Timeline
Contact Activity Timeline is a screen for viewing all sales activities conducted with a specific contact person in chronological order. When a single contact participates across multiple projects, you can see the entire meeting history with that person at a glance.
Location: Sidebar โ Sales โ Contact Timeline
๐ก Relationship with Customer Timeline: Customer Timeline is based on customer company, while this screen is based on contact person (individual). The timeline card structure and features are identical.
Screen Layout
Uses a two-panel layout.
| Area | Description |
|---|---|
| Left Panel โ Contact List | Displays active contact list. Filterable by search. |
| Center Panel โ Contact Info + Activity Timeline | Information card of the selected contact, and all activities the contact participated in. |
Left Panel: Contact List
Structure
- ๐ค Title โ "Contact Timeline"
- ๐ Search Box โ Keyword search by contact name. Filters instantly on input.
- Contact Card โ Each contact shows name + position ยท company name.
Selection Behavior
Clicking a contact switches the center panel to that contact's information and timeline. The selected contact is highlighted with a brand-colored background.
Difference from Customer Timeline
| Item | Customer Timeline | Contact Timeline |
|---|---|---|
| List Display | Company name + Industry/Region | Contact name + Position ยท Company |
| Query Basis | All project activities of the customer | Activities the contact participated in (contact_id based) |
| Info Card | Customer info + contact list | Contact info (email, phone, department) |
Center Panel: Contact Info + Timeline
Contact Information Card
When a contact is selected, an information card appears at the top:
| Item | Description |
|---|---|
| Initial Avatar | First letter of contact name in a circular avatar |
| Contact Name | Main title |
| Position ยท Company | Position ยท Customer name |
| Activity Count | Total number of activities with this contact |
| ๐ง Email | Email address (if available) |
| ๐ฑ Mobile | Phone number (if available) |
| ๐ข Department | Department (if available) |
Activity Timeline
The timeline displays the same structure as Customer Timeline:
- Project Band โ Project name the activity belongs to (click โ Activity Board)
- Activity Header โ Number, date/time, type, duration
- Bayesian Stats โ P(Win), Impedance, ฮฑ/ฮฒ, sequence, silence days
- Tags โ Contact, Stage, Signals
- Body โ Meeting Notes, Strategy, Attachments
- Social โ Likes, Comments, Replies (AJAX)
๐ For detailed timeline card structure, refer to the "Activity Card Structure" section in the Customer Timeline manual.
Access Permissions
- Contact List displays all active contacts belonging to active customers.
- Activity Data is filtered by project member access:
- Only activities from projects where you are registered as a member are shown.
- Admin / Super User can view all project activities.
Empty States
| Situation | Display |
|---|---|
| No contact selected | ๐ค icon + "Select a Contact" message |
| No activities | ๐ icon + "No activities yet" message |
Usage Tips
- Useful for quickly reviewing meeting history with a specific contact. Example: "How many meetings have I had with Director Kim in the last 6 months?"
- View the entire activity history of key individuals who participate across multiple projects.
- The project band on activity cards instantly identifies which project the meeting belongs to.
- Monitor silence days (๐) to track communication gaps with specific contacts.