Tasks and notes

RevLogic keeps a running record of every touch with a customer — calls, notes, follow-ups, and orders — so your sales team always knows what's been said and what's next. This article covers logging activity on a customer and working the Tasks inbox.

Open any customer on the Dashboard and you'll find the Activity panel with a composer at the top. It has three modes:

• Note — jot down anything about the account: a preference, a heads-up, a competitor mention.
• Call — record a call, and pick an outcome: Connected, Voicemail, No answer, or Bad number.
• Task — schedule a follow-up with a due date.

Type your details and click Post. The entry appears immediately on the timeline below.

There's also a shortcut: the Log Call button near the top of a customer's card jumps you straight to the composer in Call mode, ready to record the outcome.

Below the composer, the timeline shows the account's full history in one thread — your notes and calls interleaved with their actual Shopify orders, newest first. From here you can:

• Pin an important note to the top so it's always the first thing you see.
• Complete a task by ticking its checkbox.
• Delete an entry you no longer need.
• Show or hide draft orders to keep the timeline focused.

Each entry is stamped with who logged it and when, so a team sharing accounts can see who did what. Orders in the timeline link straight to the order in your Shopify admin.

To set a reminder, choose Task in the composer, enter a due date, describe what to do (“call back about the spring reorder”), and post it. That task now appears on the customer's timeline and in your central Tasks inbox.

Open Tasks from the navigation or from the “Tasks due today” stat on Home. It gathers every open follow-up across all your customers, grouped by urgency:

• Overdue — past their due date.
• Due today — due before end of day.
• Due this week — coming up in the next seven days.

Each task shows its due date, the customer it belongs to, who created it, and the note you wrote. Click the customer's name to jump to their card, or click Complete to check the task off. When you've cleared everything, the page shows an “all caught up” message.

The Home page also surfaces your next few tasks and a Tasks due today count, so you get a reminder without having to open the inbox.

For a team working a shared book of business, the timeline and tasks are what keep handoffs clean and follow-ups from falling through. Anyone who picks up an account can see its recent calls, open promises, and order history at a glance — and the Tasks inbox makes sure a “call back next week” actually gets made.

• Your first call list — where tasks and calls fit into the daily routine.
• Creating draft orders — orders are logged to the timeline automatically.