Activities

Record every customer interaction. Activities give your team a shared history of visits, calls, and meetings—complete with reports 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
• Report indicator — Shows if reports are attached

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
• Reports — 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 report — Submit a structured form

Adding Reports

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

When Reports Are Available

Reports appear when:

1. The activity type has linked forms
2. The activity's start time has passed (you can't report on future activities)

Submitting a Report

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

Reports are attached to the activity and visible in the timeline. You can add multiple reports to the same activity if needed.

Report Time Limits

Your organization may set time limits for report submission. If the limit has passed, you'll see a warning and the Add Report 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 report
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)

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 reports
• Pending topics — Items that need follow-up
• Analysis — AI-generated summary of the customer's situation

AI Report Assistant

If enabled, you can use the AI Report Assistant to create reports through a conversational interview instead of filling out forms manually.

1. Click Add Report 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 report

Activity Types

Activity types categorize your interactions. Common built-in types include:

• Visit — In-person customer visits
• Planned Visit — Scheduled future visits
• Call (Inbound) — Calls received from customers
• Call (Outbound) — Calls made to customers
• Meeting — Scheduled meetings

Custom Activity Types

Your organization can create additional types to match your workflow.

Navigate to Settings > Activity Types to manage types.

Each type includes:

• Name — Displayed on activities
• Description — Explains when to use this type
• Icon — Visual identifier in the timeline
• Color — Quick recognition at a glance
• Linked Forms — Forms available for reporting

Creating a Custom Type

1. Go to Settings > Activity Types
2. Click + to add a new type
3. Enter a name and optional description
4. Choose an icon and color
5. Optionally link forms for structured reporting
6. Click Save

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