Contact notes and activity history

Every contact in BizOS has a running history, so you do not have to rely on memory for what was said or agreed on.

Notes let you write down anything worth remembering. A phone call, a meeting, a promise you made about pricing or delivery. Open a contact's page and add a note at any time. Notes are timestamped automatically, so you can see when something was recorded.

Activity history is separate from notes and tracks changes to the contact automatically. This includes things like invoices sent, stage changes in your pipeline, and tags added or removed. You do not need to do anything for this to happen, it is recorded as you work.

Together, notes and activity give you a full picture of a contact without needing to ask a teammate what happened last time someone spoke to that customer.