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Notes and Activities

Each client record includes a complete history of interactions and an internal notes system. Everything is chronologically logged so you never lose context.

Activity Timeline​

Frihet automatically logs every relevant client event:

  • Invoice created, sent, collected, or overdue
  • Quote created, accepted, or rejected
  • Expense logged linked to the client
  • Status change in the sales pipeline
  • Client created

The timeline groups entries by date: today, this week, and this month. You don't need to do anything — every action on the client generates an automatic entry.

Manual Activities​

In addition to automatic logging, you can manually log interactions from the client's Activity tab:

  • Call: Log a phone call with optional description
  • Meeting: Log a meeting with optional description

Use the buttons at the bottom of the Activity tab to add an entry.

Notes​

Notes are internal comments linked to the client. They are never visible to the client.

Create Note​

  1. Open the client record and go to the Notes tab
  2. Type in the text area
  3. Click Save or press Cmd+Enter

Each note automatically generates an entry in the activity timeline.

Edit Note​

Hover over the note and click the pencil icon.

Delete Note​

Hover over the note and click the trash can icon.

Tips​

  • Use notes for internal context: "Interested in annual plan", "Prefers email over phone", "Contact after March 15".
  • The activity timeline answers the key question: when was the last time we interacted with this client?
  • Combine notes + manual activities to have a mini-CRM within each client record.