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 β Sales β Customer Timeline
π‘ 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 β Customer List | Displays active customer list. Filterable by search. |
| Center Panel β Customer Info + Activity Timeline | Information card of the selected customer, and activity timeline across all projects for that customer. |
Left Panel: Customer List
Structure
- π’ Title β "Customer Timeline"
- π Search Box β Keyword search by company name. Filters instantly on input.
- Customer Card β 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 | π Industry, π Region |
| Code | Customer code (if available) |
| Activity Count | Total number of activities |
| Website | π 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 |
|---|---|---|
| π€ Meeting | users | Blue |
| πΉ Video Call | video | Purple |
| π§ Email | Amber | |
| π± Phone Call | phone | Green |
| π¬ SNS | message-circle | Pink |
Activity Card Structure
Each activity card consists of the following elements:
β Project Band (Top)Displays the project name the activity belongs to. Click to navigate to Activity Board. Locked activities show a π badge.
β‘ Activity Header| Element | Example |
|---|---|
| Activity Number | #ACT-0001 |
| Date/Time | 02/15 14:30 |
| Type Badge | π€ Meeting |
| Duration | 60min |
Displays the activity title (click to navigate to Activity Board) with Owner/Author below.
β£ Bayesian Statistics BadgesShown on activities with Bayesian updates:
| Badge | Meaning |
|---|---|
| P(Win) N% β²/βΌ | Posterior probability and change from previous |
| β‘ Imp N% | Impedance |
| Ξ±=N β²N | Positive evidence current value + change |
| Ξ²=N β²N | Negative evidence current value + change |
| #N | Meeting sequence number |
| π Nd | Silence days since previous activity (calculated per project) |
| Days | Color | Meaning |
|---|---|---|
| β₯ 14 days | Red | Danger β Extended silence |
| 7β13 days | Amber | Caution β Follow-up needed |
| < 7 days | Gray | Normal |
| Tag Color | Content |
|---|---|
| Indigo | π€ Contact |
| Blue | π Stage |
| Purple | β‘ Signal (loaded from signal_data) |
- Meeting Notes β Meeting content (rich text, HTML rendered)
- π Strategy & Next Steps β Follow-up actions (brand-colored background)
- π Attachments β File icon + name + extension. Click to download.
| Feature | Description |
|---|---|
| β€οΈ Like | AJAX instant update. Toggle behavior. |
| π¬ Comment | Enter text and press Enter to post. AJAX processing. |
| β© Reply | Reply to each comment. Click Reply button then input. |
| β 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 | π’ icon + "Select a Customer" message |
| No activities | π 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.