How to Use Contact History Rollup

Overview

🚀 Contact History Rollup gives you one place to review:

• Direct contact activity (notes, logs, sales activities, and related updates)
• Activity from projects associated with that contact (comments, emails, logs, sales activities, integrations, and milestones)

This makes it easier to understand full relationship context without opening every project individually.

Step-by-Step Instructions

🧭 Step 1: Open the Contact Record

1. Go to Contacts.
   
2. Open the contact you want to review.
3. Navigate to the History section/tab.

🕒 Step 2: Review the Default Feed

1. Confirm the feed is sorted newest first.
2. Scan compact history rows.
3. For each row, review:
   • Date/Time
   • Type badge (Example: Contact Note, Project Comment, Project Email)
   • Actor (who created the item)
   • Source context (Contact or Project)
   • Project name when applicable

🔍 Step 3: Search for Specific Activity

1. Use the search field in the history area.
2. Search by names, keywords, project references, or update terms.

📂 Step 4: Expand for Full Detail

1. Select a row to expand it.
2. Review full message/log content and metadata.
3. Use project links (when provided) to open related records for deeper context.

Result

✅ After completing these steps, you can review full contact-related context in one place, including associated project activity, and quickly find the exact history needed for follow-up decisions.

Best Practices

💡 Recommended usag

• Use Projects when preparing project-specific follow-ups.
• Use Contact Activity to focus on direct relationship updates.
• Keep notes concise and clear to improve future timeline scanning.

⚠️ Important notes

• Visibility is permission-based: users only see authorized contact and project activity.
• Team and sub-team restrictions can affect what appears.
• Integration payload details are summarized to keep history readable.
• Editing project comments/logs from Contact History is not part of this workflow.

Happy Selling!