Manual Customer activities

The Customer activities screen is a customer's logbook. From a single selected customer, Swifto pulls up every commercial record concerning them and stacks them on a vertical timeline, from most recent to oldest. No manual entry: the timeline builds itself from documents already created elsewhere (sales, calls, meetings).

Left-hand side menu: Commercial activity ( clock icon) → Customer activity.

The page displays a vertical chronoline: a central axis, colored dots by activity type, and dated cards on either side. Each card recalls the customer, the responsible and the record's key information. A legend bar recalls the colors.

Every line of the timeline belongs to one of these 8 types. The dot's color, its icon and the displayed fields depend on the type.

Every activity card follows a consistent structure, whatever the type, which makes it easier to read.

Planned activities (meetings / visits coming from Planning) carry a status that is reflected in the card's dot.

The Search button opens a panel to target the right customer and the right period. It's the first thing to set: the timeline only shows the activities of the chosen customer and interval.

Every card is clickable: a Details button opens the full view of the source record — the invoice, the quote, the delivery note, the order, the purchase order, the cold outreach, the meeting or the call — without leaving the timeline.

The timeline is never entered by hand: it aggregates what you create elsewhere in Swifto. As soon as a record is linked to a customer, it surfaces in their activity.

flowchart LR
  D[Quote]:::v --> T((Customer
activity)):::c
  F[Invoice]:::v --> T
  B[Delivery note]:::v --> T
  CM[Order]:::v --> T
  BC[Purchase order]:::v --> T
  A[Call / Reminder]:::ph --> T
  R[Meeting / Visit]:::w --> T
  MF[Cold outreach]:::s --> T
  T --> TL[[Timeline sorted by date]]:::c
  classDef v fill:#EEF0FF,stroke:#6C5DD3,color:#3a2b80;
  classDef ph fill:#E6FBF9,stroke:#00A89D,color:#065F46;
  classDef w fill:#FFF4E6,stroke:#E07B00,color:#92400E;
  classDef s fill:#EEF1F4,stroke:#6a7882,color:#334155;
  classDef c fill:#F5F3FF,stroke:#7366FE,color:#5B21B6;