Open any Customer Profile and click the 4th tab: “Activity.”
📝 What It Tracks (as of 7/15/25)
The Activity Feed automatically logs updates to:
Account Name
Account Number
Billing Address
Account Status (Active / Inactive / Suspended)
Contacts (Added or removed)
Payment Terms
Account Representative
🚀 What’s Next
This is just the beginning—we’ll continue expanding history tracking to even more fields soon.