Tiquo
PlatformCRM

Customer Activity

Track the timeline of events and interactions associated with a customer profile

Customer Activity records the timeline of events associated with a customer profile.

The activity timeline provides a chronological record of interactions between the customer and the business. This allows staff to understand what actions occurred, when they happened, and where they originated.

Activity tracking provides operational transparency across the platform and helps teams understand both customer behavior and system events.

Activity Timeline

Each customer profile includes an Activity section that displays a timeline of events related to that customer.

The timeline records actions such as transactions, bookings, system interactions, and profile updates.

Events appear in chronological order and provide visibility into the customer's full history within the platform.

Activity Categories

Activity events are grouped into categories to make them easier to understand and filter.

The available activity categories include:

  • Orders
  • Customers
  • Bookings
  • Payments
  • System

These categories represent the primary areas of activity that can affect a customer profile.

Activity Types

Each event in the timeline is assigned a type that describes the nature of the activity.

Activity types may include:

  • Auth
  • Access
  • Order
  • Payment
  • Cart
  • Booking
  • Enquiry
  • Visit
  • Scan
  • Communication
  • Settings
  • Configuration
  • Data
  • Security
  • Compliance
  • Notification
  • Integration
  • Report
  • Export

These event types allow the platform to record a wide range of operational and system actions.

Activity Sources

Activity events also include a source, which indicates where the action originated.

Possible sources include:

  • System
  • Staff
  • Customer
  • API
  • Webhook
  • Integration
  • Physical
  • Automated

This helps staff understand whether an event was triggered by a person, an automated process, or an external system.

Activity Details

Each activity record includes metadata describing the event.

Typical information stored with each activity entry includes:

  • Timestamp of the event
  • Activity category
  • Activity type
  • Source of the action
  • Related system object

Activity records are permanent and provide a reliable history of actions affecting the customer.

System Transparency

Activity tracking provides a detailed operational record of customer-related actions.

This allows staff to:

  • Review customer interactions
  • Understand transaction history
  • Investigate operational events
  • Track system activity related to the customer

The activity timeline functions as an audit-style log of the customer's interactions with the platform.

Example Activity Events

Examples of events that may appear in the activity timeline include:

  • A booking created by a customer
  • A payment processed for an order
  • A staff member updating a customer profile
  • An automated system notification
  • A report export related to the customer

Each event provides context about the action and when it occurred.

Why Customer Activity Matters

Customer activity tracking provides visibility into the complete history of interactions between the customer and the organization.

By recording operational, transactional, and system events in a single timeline, Tiquo helps businesses maintain transparency, traceability, and a deeper understanding of customer behavior.

En esta página