When a customer rings up confused, or a figure on a sale doesn't look right, the first question is always the same: what happened?
Every customer in GlazingCRM has an Activity tab that answers it.
What's recorded
The activity history shows every event on the customer, newest first, grouped by day:
- leads created and details changed
- appointments booked, moved and their outcomes
- sales captured, updated and status changes
- notes added
- who viewed the record
Each entry shows who did it and when. Where figures changed, click field changes to see exactly what the value was before and after.
Why it helps
- Disputes are settled in seconds. No more "I definitely didn't change that".
- New staff learn faster. They can see how experienced colleagues handle a customer.
- Managers can spot problems, like sales being edited long after they were written.
Who can see it
The activity history is visible to admins, so day-to-day users see a clean customer record while managers keep the full picture.