Use the Contact Timeline for Calls, Texts, Notes, and System Events
Read and filter the Revamp365 contact timeline to track calls, texts, notes, emails, e-sign, and automated system events in one feed.
Open the timeline
Go to Contacts CRM in the left sidebar. Click any contact to open their detail page. The Timeline tab is selected by default. The tab badge shows how many activities exist. Activities appear newest-first. Pinned Lead Notes are grouped in a highlighted yellow section at the very top, above the dated feed.
What appears in the feed
The timeline merges live records and logged activity. Common rows include: Row type What it shows Calls AI Voice Call (Retell) and manual dialer calls, with outcome, duration, sentiment, and voicemail badges SMS Outbound and inbound texts, tagged Sent or Received; click the row to open the thread where MMS image attachments show inline Emails Campaign sends per recipient, with Sent, Opened, or Clicked status Notes Sticky notes and Lead Notes you add by hand Tasks Follow-up tasks with status and due date System events Tag and list changes, lead status/temperature changes, AI summary updates, contact-info edits, e-sign, and CRM sync Automated rows created by workflows or automations are labeled System Automation with a robot icon so you can tell them apart from your own actions. That one label covers every system in the product, not only the Automations engine — see who did this? reading the actor label.
Open the full detail of a row
Rows for calls, texts, emails, Zoom meetings, bookings, and CRM sync are clickable (a chevron appears on the right). Clicking them opens the matching detail view — for example, a call recording and transcript, or the SMS thread scrolled to that exact message.
Filter which activity types show
Use the activity-type dropdown in the timeline toolbar (it reads All activities by default) to focus the feed. Open the dropdown to see the Activity types list. Check or uncheck types such as Calls, SMS, Emails, Tasks, Lead changes, or CRM sync. Changes save automatically and persist on this device. Use Select all or Reset to default to restore the full feed.
Add a note or task
Click Add Activity in the toolbar to log something yourself: Add Sticky Note — type your note. Check Pin as Lead Note to keep it pinned at the top; otherwise it stays inline as a timestamped sticky note. Add Task — set a title, optional description, and due date. On any sticky note you can later use the pin icon to promote it to a Lead Note, or edit and delete it. For richer note workflows, see add, pin, and manage contact notes.
Tips
Files reach the timeline as MMS attachments on a text message, not a separate upload. If a row looks duplicated, Revamp365 already hides known duplicates (such as a workflow text and its raw SMS row), so the feed stays clean. A call that rang you and then transferred to your AI agent shows once, as the richer AI Voice Call entry.