What Does This Button Do? Mastering the Activity Timeline in Quivr
If you had to pick one place in your CRM that tells the full story of your client relationships, it would be the Activity Timeline.
It’s where everything lives—emails, tasks, calls, events—both what you’ve done and what still needs to get done. And while it can sometimes feel like a wall of information, it’s actually one of the most powerful tools in Quivr when used correctly.
What Is the Activity Timeline?
At a high level, the Activity Timeline is a chronological view of all client interactions and tasks.
Completed activities show what’s already been done
Open tasks and upcoming events show what’s next
Everything is centralized in one place
This means no more digging through multiple tabs or systems—your entire client history is right in front of you.
Start with the Buttons That Matter
At the top of the Activity Timeline, you’ll see several action buttons. These are designed to help you work quickly without leaving the page.
📧 Send Emails (Use This One)
Sending emails directly from Quivr is especially powerful when using templates.
With templated emails, you can:
Standardize communication across your team
Pull in client-specific data using merge fields
Save time on repetitive outreach (meeting follow-ups, document requests, etc.)
📞 Log Calls (Highly Recommended)
Logging calls allows you to quickly capture key details from client conversations.
If you’re using an integrated phone system, this can even happen automatically—opening the client record and prompting you to take notes in real time.
Pro tip: Use consistent subject lines or keywords so you can easily search for calls later.
✅ Tasks & Events (Use Strategically)
While you can create tasks and events manually, the best practice is to rely on:
Workflows
Task templates
Why? Because most work in advisory firms is repeatable. Standardizing tasks ensures consistency, accuracy, and efficiency across your team.
Make the Timeline Work for You
The real power of the Activity Timeline comes from customization and navigation.
⚙️ Filter Your View
Use filters to:
See only your activities
Focus on specific activity types
Narrow down what matters most
This is especially helpful for operations teams managing high volumes of tasks.
🔍 Search Instantly
Need to find something fast?
Use Expand All + browser search (Ctrl/Cmd + F) to quickly locate:
Specific topics (e.g., “RMD”, “tax return”)
Past conversations
Key client updates
This can save minutes (or more) during meeting prep.
📂 View Everything at Once
The “View All” option opens a full, expanded version of the Activity Timeline in a new tab.
This is ideal for:
Deep client reviews
Preparing for meetings
Exporting or printing activity history
Turn Information into Action
The Activity Timeline isn’t just a record—it’s a decision-making tool.
When used effectively, it helps you:
Stay on top of client work
Understand the full client relationship
Respond faster and more confidently
And most importantly, it ensures nothing falls through the cracks.
Want to See It in Action?
If you’re not fully leveraging the Activity Timeline, you’re likely leaving efficiency on the table.
👉 Schedule a demo to see how Quivr can help you streamline workflows, centralize client data, and operate more effectively.
