Activities

Record every customer interaction. Activities give your team a shared history of visits, calls, and meetings—complete with forms and AI-powered insights.

Viewing Activities

Activities appear on customer profiles under the Activities tab. The timeline view shows all interactions with that customer, sorted by date.

Timeline Display

Each activity shows:

• Type icon — Color-coded by activity type
• Date and time — When the activity occurred
• Assigned user — Who handled it
• Form indicator — Shows if a form was submitted with the activity

Filtering

Narrow your view with these filters:

• Date range — Focus on a specific time period
• Activity type — Show only visits, calls, or custom types
• Team — Filter by team membership
• Include branches — When viewing a customer, optionally include activities from their branches

Click the grid/list toggle to switch between expanded cards and a compact list view.

Creating an Activity

Quick Time Entry

When editing an activity, use the shortcut buttons to quickly set times:

• Starts/Ends now — Set start or end time to the current moment
• Duration presets — 15, 30, 45, or 60 minutes

This is useful for logging activities in real-time as they happen.

Activity Details

Click any activity to view its full details:

• Date/Time — When the activity started and ended
• Linked customer — The customer or branch this relates to
• Assigned to — The team member responsible
• Description — Notes and context (supports rich text)
• Attachments — Files related to this activity
• Forms — Structured form submissions

Actions

From the activity view, you can:

• Edit — Update any field (pencil icon)
• Delete — Remove the activity (trash icon)
• Add notes — Internal notes visible to your team
• Add form — Submit a structured form

Adding Forms

Forms let you capture structured information about an activity. Instead of free-form notes, forms ensure consistent data collection.

When Forms Are Available

Forms appear when:

1. The activity type has linked forms
2. The activity's start time has passed (you can't submit a form for future activities)

Submitting a Form

1. Open the activity
2. Click Add Form
3. If multiple forms are available, select which one to use
4. Fill in the form fields
5. Click Submit

Form submissions are attached to the activity and visible in the timeline. You can add multiple form submissions to the same activity if needed.

Form Time Limits

Your organization may set time limits for form submission. If the limit has passed, you'll see a warning and the Add Form button will be disabled.

GPS Verification

If enabled, GPS verification proves you were physically at the customer's location during field visits. This adds accountability and accuracy to visit records.

How It Works

1. Complete your visit and submit a form
2. Click Verify Activity when prompted
3. Your current GPS location is captured
4. The system checks if you're within the allowed radius of the customer's address

Verification Status

• Verified — GPS confirms you were at the location within the allowed time window
• Not verified — Activity hasn't been verified yet
• Out of range — GPS location was too far from the customer

Requirements

GPS verification requires:

• The customer has valid coordinates on file
• You're within the configured radius
• You're within the time window (before start or after end of activity)
• The device must have GPS enabled and the user must accept location permissions

AI-Powered Insights

When viewing an activity linked to a customer, Henry AI can provide context about that customer based on recent interactions and data.

Customer Summary

Before a customer meeting, expand the AI section to see:

• Key issues — Problems or concerns from recent form submissions
• Pending topics — Items that need follow-up
• Analysis — AI-generated summary of the customer's situation

AI Form Assistant

If enabled, you can use the AI Form Assistant to fill out forms through a conversational interview instead of doing it manually.

1. Click Add Form on an activity
2. Choose between Form mode or Dynamic mode
3. Answer questions naturally—by voice or text
4. The assistant extracts structured data from your responses
5. Review and submit the completed form

Activity Settings

Configure basic rules for activity creation:

Past Activity Example

If set to 60 minutes, users can create activities for events that occurred up to 1 hour ago. Activities beyond this window are blocked.

GPS Verification Settings

How Verification Works

1. User creates an activity at a customer location
2. System captures the user's GPS coordinates
3. Coordinates are compared against the customer's stored location
4. If within the configured radius and time window, the activity is marked as verified

Verification Examples

AI Features

When enabled, users can use the AI Form Assistant to:

• Voice mode — Speak their answers and let AI fill the form
• Text mode — Type responses conversationally

The AI maps answers to the appropriate form fields automatically.

Activity Types

Default Types

WiseParts includes default activity types that cannot be deleted: Visit, Inbound Call, Outbound Call, Prospect, Planned Visit, and Default (Others). You can create additional custom types.

Managing Types

Navigate to Customers > Activity Types to manage your activity types.

To Add a New Type

1. Go to Customers > Activity Types
2. Click the + button
3. Enter the type name
4. Choose an icon and color
5. Link any forms to attach to this type
6. Click Save

To Edit a Type

1. Go to Customers > Activity Types
2. Click on the type to edit
3. Update the name, icon, color, or linked forms
4. Click Save

To Disable a Type

1. Go to Customers > Activity Types
2. Click on the type to edit
3. Toggle Active off
4. Click Save

Disabled types remain in the system but cannot be used for new activities.

Custom Types

Add types specific to your business:

• Training
• Demo
• Support
• Delivery

Type Settings

Linking Forms

Activity types can have forms attached. When users complete an activity of that type, the linked forms appear for data collection.

1. Edit the activity type
2. In the Forms section, select one or more forms
3. Save

See Forms for creating custom forms.

Related Features