Understand record statuses and activity history
Read status labels, timelines, notes and audit information before changing a record.
Feature pathOpen any CRM record → Status / Activity
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Read status labels, timelines, notes and audit information before changing a record. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Open any CRM record → Status / Activity.
- Identify the purpose of the screen and the records visible to your role.
- Use search, filters, status controls and record links to move from summary information to detail.
- Review related customers, ownership, dates, activity and financial information before taking action.
- Follow the linked task-specific articles for creation, configuration, sending, conversion or troubleshooting.
- Confirm every completed action through the resulting status, timeline, document or notification.
- Contact an administrator when a menu or action is unavailable rather than attempting to bypass permissions.
Important fields and decisions
Record title or nameConfirm this information is accurate and appropriate for the record.
Related customer or recordConfirm this information is accurate and appropriate for the record.
Owner or assigneeConfirm this information is accurate and appropriate for the record.
StatusConfirm this information is accurate and appropriate for the record.
DatesConfirm this information is accurate and appropriate for the record.
Notes and attachmentsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Confirm the related record.
- Use clear, searchable text.
- Review visibility and permissions before saving.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Related guides
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