CRM companies: one page per customer, full timeline
Last updated 2026-10-15
Click a company to open its detail page: overview (profile, contacts, deals) and the 360 timeline (activities, emails, tickets, deal moves, orders).
The Companies page is the customer master list. Click a company name to open its detail page — two tabs: Overview (company profile, contacts, deals, linked Merchant) and Timeline (everything that ever happened with this customer, newest first).
The 360 timeline: five sources in one place#
- Activities — calls, meetings, notes, tasks logged on the company, its contacts, and its deals.
- Emails — sequence emails actually sent to this company (status, opens, clicks).
- Tickets — support tickets from the linked Merchant.
- Deal moves — deal creation and every stage change with who/when/notes.
- Orders — OMS sales orders of the linked Merchant (number, amount, status).
Filter and search#
Use the type filter to show only one kind (e.g. tickets), or type a keyword to search titles and notes. "Load more" fetches older history in pages.
The timeline is read-only: it aggregates what already exists in each module. To add history, log an activity, send a sequence email, move a deal stage, or create a ticket/order in its own module — it will show up here automatically.