Client Activity Log
The Logs tab of the client detail page is the chronological record of everything that happened to that client: who did what and when. It is useful for reconstructing a change or understanding where a value came from.
This feature requires a paid plan (Starter and above). See Subscription Plans.
Who sees it
The tab appears with the can_view_audit_logs permission. Admins always see it; for a team member the admin enables it in their card under Team.
Which events it records
The log gathers all the client’s relevant events:
- Client — creation and edits; for clients born from a lead, also the lead-phase events inherited at conversion (Lead created, Appointment booked, Lead converted to client, and so on), with their original dates.
- Payments — collected, partial, undone, amount edited, reversed, reconciled.
- Trial — activated, passed, failed.
- Contract — pause (start/end) and renewal; and the contract sent for signature: Contract sent for signature, one Contract opened by the client entry for every opening, Contract signed, Contract sending cancelled, Contract abandoned and Contract restored (with the name of who moved it to Abandoned or brought it back), Offer expired unsigned.
- Commissions and bonuses — events tied to payouts.
- Email — reminders sent.
- Stripe — client link and unlink.
- Overdue payments — the opening and closing of overdue episodes (see below).
Overdue episodes
An automatic sensor checks every client’s instalments once a day, with nothing to configure. When a client goes from zero to one or more overdue instalments, an overdue episode opens and the log shows Client overdue, with the detail “N overdue instalments, oldest X days” and a red triangle. When the overdue instalments are back to zero, the episode closes with Overdue settled (“All overdue instalments have been paid”, with a green banknote).
“Overdue instalment” means exactly what the Overdue badge on the Payments page means: status To Pay, not deleted, with the due day already over. While the episode stays open no duplicate rows are written; a new overdue after the settlement is a new episode, with its own row. These two entries appear here in the Log only, never in the Timeline.
If the agency is linked to the Ecosystem (GodAds), the opening and closing of an episode also travel to the linked platforms: that is what lets GodAds react to overdue payments on the campaigns side.
Filters and search
You can narrow the log with:
- Category — by event type (payments, trial, contract, etc.).
- Period — last 30 days, 90 days or everything.
- Search — free text.
Each entry states who performed it (“by X”) or flags that it is a system (automatic) event.
Admins find the events of every client and lead, together with changes to services, templates, team and settings, in the agency Activity log.
The log is paginated at 50 entries at a time: use Load more at the bottom to see older events.
The log is read-only: it records what happens but cannot be edited. Who can see the log is set by the member’s permissions. See Roles and Permissions.