Customer Activity Timeline
View all sales activities for a specific customer company in chronological order
Customer Activity Timeline
Customer Activity Timeline is a screen for viewing all sales activities for a specific customer company in chronological order. When a customer has multiple projects, you can see the entire activity history across projects at a glance.
Location: Sidebar â Sales â Customer Timeline
ðĄ Relationship with Contact Timeline: Customer Activity Timeline is based on customer company, while Contact Timeline is based on contact person (individual). The data structure and display format are identical.
Screen Layout
Uses a two-panel layout.
| Area | Description |
|---|---|
| Left Panel â Customer List | Displays active customer list. Filterable by search. |
| Center Panel â Customer Info + Activity Timeline | Information card of the selected customer, and activity timeline across all projects for that customer. |
Left Panel: Customer List
Structure
- ðĒ Title â "Customer Timeline"
- ð Search Box â Keyword search by company name. Filters instantly on input.
- Customer Card â Each customer shows company name + industry (or region).
Selection Behavior
Clicking a customer switches the center panel to that customer's information and timeline. The selected customer is highlighted with a brand-colored background.
Center Panel: Customer Info + Timeline
Customer Information Card
When a customer is selected, an information card appears at the top:
| Item | Description |
|---|---|
| Initial Icon | First letter of company name in a rounded icon |
| Company Name | Main title |
| Industry / Region | ð Industry, ð Region |
| Code | Customer code (if available) |
| Activity Count | Total number of activities |
| Website | ð Link (if available) |
| Description | Customer description (if available) |
| Contacts | Active contact list for this customer (max 4 shown, "+N more" if exceeded). Displays name, position, phone, and email. |
Activity Timeline
All project activities for the selected customer are displayed in reverse chronological order.
Timeline Node Icons
| Activity Type | Icon | Color |
|---|---|---|
| ðĪ Meeting | users | Blue |
| ðđ Video Call | video | Purple |
| ð§ Email | Amber | |
| ðą Phone Call | phone | Green |
| ðŽ SNS | message-circle | Pink |
Activity Card Structure
Each activity card consists of the following elements:
â Project Band (Top)Displays the project name the activity belongs to. Click to navigate to Activity Board. Locked activities show a ð badge.
⥠Activity Header| Element | Example |
|---|---|
| Activity Number | #ACT-0001 |
| Date/Time | 02/15 14:30 |
| Type Badge | ðĪ Meeting |
| Duration | 60min |
Displays the activity title (click to navigate to Activity Board) with Owner/Author below.
âĢ Bayesian Statistics BadgesShown on activities with Bayesian updates:
| Badge | Meaning |
|---|---|
| P(Win) N% âē/âž | Posterior probability and change from previous |
| ⥠Imp N% | Impedance |
| Îą=N âēN | Positive evidence current value + change |
| Îē=N âēN | Negative evidence current value + change |
| #N | Meeting sequence number |
| ð Nd | Silence days since previous activity (calculated per project) |
| Days | Color | Meaning |
|---|---|---|
| âĨ 14 days | Red | Danger â Extended silence |
| 7â13 days | Amber | Caution â Follow-up needed |
| < 7 days | Gray | Normal |
| Tag Color | Content |
|---|---|
| Indigo | ðĪ Contact |
| Blue | ð Stage |
| Purple | ⥠Signal (loaded from signal_data) |
- Meeting Notes â Meeting content (rich text, HTML rendered)
- ð Strategy & Next Steps â Follow-up actions (brand-colored background)
- ð Attachments â File icon + name + extension. Click to download.
| Feature | Description |
|---|---|
| âĪïļ Like | AJAX instant update. Toggle behavior. |
| ðŽ Comment | Enter text and press Enter to post. AJAX processing. |
| âĐ Reply | Reply to each comment. Click Reply button then input. |
| â Delete | Author or admin only can delete (shown on hover). |
Access Permissions
- Customer List displays all active customers in the company.
- 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 customer selected | ðĒ icon + "Select a Customer" message |
| No activities | ð icon + "No activities yet" message |
Important Notes
- Activities from multiple projects are consolidated into a single timeline. Use the project band on each card to identify which project the activity belongs to.
- Bayesian silence days are calculated per project. Even for the same customer, different projects are calculated separately.
- Clicking the activity title or project name navigates to Activity Board. Perform detailed editing in Activity Board.
- Comments and likes are reflected immediately. Processed via AJAX without page refresh.