For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/activities-history.md.
  • English

      • Where do I see everything that happened with my contacts?

      Under Contacts & Commercial → Settings → Activity history. It is one page with two tabs: Activity log (what happened with each contact) and Message log (the conversations exchanged). It opens on the Activity log.

      These used to be two separate menu items. The old links keep working and open the right tab.

      Open it and switch tabs

      1. In the side menu, open Contacts & Commercial.
      2. In the Settings group, click Activity history.
      3. Click the tab you want. Each tab has its own address, so you can bookmark either one or send someone the link.

      What each tab shows

      TabWhat it shows
      Activity logThe account-wide history of what happened with your contacts, with the per-type summary beside it. It is the same kind of log you see inside a single contact, for the whole account.
      Message logThe contacts who have exchanged messages, with each conversation beside the list, gathering every connected channel.

      Do not confuse it with Activities, in the Contacts group: that is the tasks and appointments still to be done. This is only the record of what already happened.

      If it didn't work

      • I only see one of the tabs → the tab row shows up when your role can see both. Without permission for conversations, the page is just the Activity log; without permission for contacts, it opens straight on the Message log.
      • Activity history is missing from the menu → your role sees neither. See what to do without permission.