Disciple.Tools User Documentation

Disciple.Tools | Record Activity & Comments

The Activity & Comments section is a sidebar on the right side of the record details page. It provides a complete, chronological timeline of every update and communication related to the record, serving as its official history.

Adding Comments

At the top of the section is a comment box where you can log updates, add notes, or communicate with your team.

• Type your message in the text area.
• Mention users with @ to send them a notification.
• Choose a comment type to categorize your note.
• Click “Add Comment” to save it to the timeline.

For a complete guide on comment features, see the Comments documentation.

Activity Timeline

Below the comment box is the activity timeline. It shows a history of everything that has happened to the record, in reverse chronological order (newest first).

The timeline is not just a list of comments; it is a comprehensive log that includes:

• User-submitted comments, notes, and updates.
• System-generated entries for every field change (e.g., “Contact Status changed from Active to Paused by Jane Doe”).
• Records of actions like sharing, assignments, and other significant events in the record’s lifecycle.