Activities in TatvaCRM — overview
Complete overview of the Activities module in TatvaCRM. Logging calls, emails, meetings, and notes against contacts, deals, and companies. How activity history powers reports and team handovers.
Activities are the record of every interaction your business has with a customer — calls made, emails sent, meetings attended, notes captured. They sit on the timeline of every Contact, Company, Deal, and Lead. This page covers logging, viewing, and using activity history.
Where to find activities
Activities show up in three places:
- Activity timeline on every Contact / Company / Deal / Lead detail page (chronological)
- Activities page on the left menu — global view across the workspace, filterable by type, owner, date
- Dashboard widgets — recent activities, your activity count this week
Activity types
| Type | What it logs |
|---|---|
| Call | Phone conversation. Captures duration and outcome. |
| Email exchange — automatically logged if you send from TatvaCRM, or manually if external. | |
| Meeting | In-person or video meeting. Captures attendees and minutes. |
| WhatsApp summary — useful for documenting customer conversations from your phone. | |
| Note | Free-form internal note about the customer or deal. |
| Site visit | Physical visit to a customer / vendor / plant. |
| Document sent | Proposal, quote, contract, or other formal document sent. |
| Other | Anything that doesn’t fit above. |
Logging an activity
Three ways:
- Quick log — from any record, click Log activity → pick type → fill summary → save. 20 seconds.
- From completing a task — when you mark a task done, you’re prompted to log what happened.
- Automatic — emails sent from TatvaCRM and calls placed through the click-to-call feature log themselves.
Fields on an Activity
| Field | Notes |
|---|---|
| Type | Required. Drives icon and reporting. |
| Summary | Required. Short description of what happened. |
| Details | Long-form notes. |
| Completed date / time | When it happened. Defaults to now. |
| Duration | For calls and meetings. |
| Performed by | Which team member did this. Defaults to you. |
| Related to | Contact / Company / Deal / Lead. Often multiple — e.g. a meeting with 3 contacts. |
| Outcome | Optional — “positive”, “neutral”, “negative”. Useful for trend reports. |
| Attachments | Files — call recording, meeting minutes, photo from a site visit. |
Why activity history matters
Three reasons:
- Handover. When a rep moves on, the next rep can read the activity log and pick up the relationship without restarting.
- Reporting. Count calls per rep per week, average response time, activity-to-conversion ratios.
- Customer experience. When someone calls and you can say “how’s your son doing at IIT Delhi now?” — that’s activity history at work.
Bulk logging activities
After a trade show or conference, you might have 20 conversations to log. Use Bulk log from the Activities page — pick a contact list, pick a type, write one summary that applies to all (e.g. “Met at FICCI Mumbai 2026 — discussed renewable energy financing”). One operation logs against all selected contacts.
Who can see activities
Activity visibility follows two rules — a user can see an activity if either:
- They performed it themselves (always visible)
- The parent record (Contact / Deal etc.) is visible to them via role + visibility scope
So a rep on own visibility sees the activity they logged on someone else’s contact (because they did the work), but not activities others logged on contacts they don’t own.
Common questions
“Can I edit an activity after logging it?”
Yes — for 24 hours after logging. After that, edits require admin permission to preserve audit trail. Delete is also possible but requires admin permission from the start.
“Can I back-date an activity?”
Yes — set the Completed date to any past date. Useful when you forgot to log in the moment.
“Can I send an email outside TatvaCRM and still log it?”
Yes — BCC a special workspace email address on the outgoing email; TatvaCRM auto-logs it as an Activity against the matching Contact. Configure in Settings → Email integration.