---
title: Activities
description: Read and filter what happened on a record, log calls and meetings, add activity types of your own, comment, and catch up on what you missed.
url: https://salexhub.com/docs/data/activities
type: how-to
area: data
section: Data
last_updated: 2026-11-14
prerequisites: []
related:
  - https://salexhub.com/docs/platform/contacts-and-companies
  - https://salexhub.com/docs/data/properties
  - https://salexhub.com/docs/control/access
  - https://salexhub.com/docs/agent/autonomy
  - https://salexhub.com/docs/billing/ai-credits
  - https://salexhub.com/product/crm/activities
tools:
  - timeline.get
  - activity.types
  - activity.define
  - activity.summarize
  - comment.add
  - comment.resolve
plans:
  - free
  - pro
  - business
  - enterprise
who: Anyone who can see a record can read and comment on its timeline. Owners and Admins, or a role with Organization settings, make activity types.
---

# Activities

Read and filter what happened on a record, log calls and meetings, add activity types of your own, comment, and catch up on what you missed.

> **Availability**: Available on every plan. A summary spends AI credits, and on Free the Agent reads the last 30 days of activity on a record. [Plans](https://salexhub.com/pricing#compare)
>
> **Who can do this**: Anyone who can see a record can read and comment on its timeline. Owners and Admins, or a role with Organization settings, make activity types.

An activity is something that happened with a customer: an email, a call, a meeting. Each one is filed on the records it concerns and shows on their timeline, newest first, with notes, tasks and the changes made to the record.

## Read the timeline

Open a record and choose **Activity**. The **Timeline** shows everything on it. The pills narrow it:

| Pill | Shows |
| --- | --- |
| **All** | Everything |
| **Communication** | Calls, emails, meetings and messages, with how many, and a pill for each kind |
| **Tasks** | Tasks, with how many are open or upcoming |
| **Changes** | The changes made to the record's properties |

Communication and Tasks appear where the record can have them. The **Filter activities** box searches the entries that are loaded; **Load more** brings in older ones.

![A deal's timeline, narrowed to communication](/docs/screens/data/activities-light.png "A deal's Timeline under Communication: an email, a call and a comment on the call.")

The menu on an entry, **Entry actions**, offers **Comment**, **Pin to top**, **Copy link** and **History**. A pinned entry stays on top under **Pinned**. A sent or captured email can't be edited.

An activity shows on every record it is attached to, so a call logged on a contact and its deal appears on both.

## Log an activity

### Choose the type

On the timeline, **Log activity** has one button for each type the record can have, such as **Call**, **Meeting**, **Note** or **Task**.

### Fill it in

Fill in the form that opens. Its fields are the type's properties.

### Save it

Choose the save button, which reads **Save** and the type's name.

Logging an email records one that already happened somewhere else.

## Make an activity type of your own

Add a type for what your business does with customers, such as a demo.

### Open Activities

Go to **Settings > Data > Activities** and choose **New activity type**.

### Name it

Fill in **Name (singular)**, such as Demo, and **Name (plural)**, then choose **Create activity type**.

### Link it to the records it is about

On its row choose **Manage properties**, then **Create property**. Choose the type **Record reference** and a **Target object**, such as Contact. See [Properties](https://salexhub.com/docs/data/properties).

The type shows on the timeline of a record only through a **Record reference** property that points at that kind of record. Add one for each kind, such as Contact and Company, and **Log activity** offers it there. Types of your own do not count toward the limit of [objects](https://salexhub.com/docs/data/objects) of your own.

## Comment

Choose **Comment** on an entry, write under **Add a comment**, and choose **Comment**. A comment takes **Reply** one level deep. **Add a reaction** offers eight: thumbs up, thumbs down, laugh, hooray, confused, heart, rocket and eyes. Only a person reacts.

**Resolve** closes a discussion: it folds to **Resolved by** a name, with **Show** and **Hide**, and **Reopen** brings it back. Only the author edits or deletes a comment. Anyone who can see the record can comment.

## Catch up

Above the timeline, **Since you last looked** counts what others did since your previous visit, such as **Emails 2**, **Comments** and **Changes**, and how many conversations wait for your reply. It does not appear until you have opened the record once, and **Hide this** removes it. **Before your last visit** marks where you stopped reading.

The counts are free. **Summarize** asks the Agent to say in a few sentences what it all came to. It writes nothing to the record, and the line shows its cost in AI credits.

## Summaries

On an email, message, call or meeting, **Summarize** writes a short summary on the entry: what was asked, what was agreed and what is still open, in at most five sentences, marked **Written by the Agent**. For an email or a message it reads the whole conversation, up to 50 items. Each summary spends AI credits, shown on the entry.

**Summarize again** after more arrives, or **Edit** to change the words. A new summary replaces the old one, including one a person wrote, and undoing it brings the earlier one back.

To summarize long conversations on their own, an admin turns on **Summarize long conversations** under **Settings > Agent and AI > Agent**. It is off by default. With it on, an email thread or chat of 6 or more items is summarized again after each new one, and every summary spends credits.

## Who sees what

- Anyone who can see a record sees the entries on its timeline.
- An entry's text, such as an email body or a note, shows only to people who can see the record it is mainly filed on.
- Mail from a mailbox set to **Only me**, under **Settings > Account > Email**, is its owner's alone, admins included.

See [Access](https://salexhub.com/docs/control/access).

## What the Agent does

It reads a record's timeline, including the activity on a company's contacts and deals, to answer where you left off. It writes comments as your [autonomy mode](https://salexhub.com/docs/agent/autonomy) allows, and never reacts. Resolving or deleting a comment, writing a summary and adding an activity type are each a card to approve, unless the mode is Full autonomy.

Two things stay with a person: the **Summarize** on **Since you last looked**, and the setting for summarizing long conversations.

## Limits

On Free, the Agent reads the last 30 days of emails, messages, calls and meetings on a record. Older ones are kept in full, and notes and tasks never age out. Pro and above read the whole history.

---

The same page for people: https://salexhub.com/docs/data/activities. Index of this site for agents: https://salexhub.com/llms.txt