Contact History

The Contact History tab on every client profile keeps a chronological record of every interaction — whether that’s an email sent from StockFlow, a call your team logged manually, a support ticket, or an auto-generated system event.

What’s recorded automatically

StockFlow logs the following events automatically without any manual action:

Logging a manual interaction

Log a note

A note is a free-text record — use it for anything that isn’t covered by the other types.

1. Open the client profile → Contact History tab
2. Click + Add Interaction
3. Select type: Note
4. Write your note (max 5,000 characters, markdown supported)
5. Set the date/time (defaults to now — change it if logging a past interaction)
6. Click Save

Log a call

1. Click + Add Interaction → Call
2. Fill in:
   • Date and time
   • Duration (minutes)
   • Direction: Inbound or Outbound
   • Outcome: Completed, Voicemail, No answer, Callback requested
   • Summary: What was discussed
   • Follow-up date (optional): Sets a reminder task for the assigned sales rep
3. Click Save

Log an email (sent outside StockFlow)

If you emailed a client from your personal email client and want to record it:

1. Click + Add Interaction → Email
2. Fill in:
   • Subject
   • Date sent
   • Summary or paste the email body
3. Click Save

Log a meeting

1. Click + Add Interaction → Meeting
2. Fill in:
   • Date, start time, end time
   • Location (or “Video call” / “Phone”)
   • Attendees (name or email)
   • Summary and Action items
3. Click Save

Filtering contact history

By default, all interaction types are shown in reverse chronological order. Use the filter bar above the timeline to show only:

• A specific type (Notes, Calls, Emails, Meetings, System)
• Interactions within a date range
• Interactions by a specific team member

Pinning an important interaction

Right-click (or use the three-dot menu) on any interaction → Pin to top. The pinned interaction shows a 📌 icon and stays at the top of the timeline regardless of date.

Only one interaction can be pinned at a time.

Editing and deleting interactions

• Edit: click the interaction → Edit. Only the user who created it (or an Admin) can edit it.
• Delete: click the interaction → Delete. Permanently removed. System-generated events (auto-logged emails, status changes) cannot be deleted.

Follow-up reminders

When you log a Call with a follow-up date, or add a Note with a follow-up, StockFlow creates a task for the assigned sales rep:

1. The task appears in their Tasks list (top navigation → 🗂️ Tasks)
2. They receive an in-app notification on the follow-up date
3. They receive an email notification if enabled in their notification settings

Complete the task from the Tasks list or directly from the interaction record.

Exporting contact history

1. Open the Contact History tab
2. Click Export → choose CSV or PDF
3. The export includes all visible interactions (respects active filters)

The CSV export includes all interaction fields. The PDF export is a formatted chronological log — useful for printing or attaching to a file.

Contact history in the mobile app

The mobile app shows a read-only view of contact history. You can:

• View the full timeline
• Log a call immediately after finishing it (tap the phone icon on the client profile)
• Add a quick note

Full editing is available in the desktop app.