Activity timeline, tasks inbox, and a redesigned dashboard
📋 Track every customer conversation
Your call list just became a CRM. Log notes, call outcomes, and follow-up tasks against any customer — all without leaving the dashboard. The timeline shows your manual entries alongside automatic events like orders placed and draft orders started, so the full customer story is in one place.
Three activity types to keep it simple:
- Notes — freeform context on the account
- Calls — log the outcome (connected, voicemail, no answer, bad number) with your notes
- Tasks — set a due date and mark complete when done
✅ A dedicated tasks inbox
Never miss a follow-up again. The new Tasks page groups your pending work into Overdue, Due today, and Due this week — so reps can start their morning knowing exactly who to call first. Click any customer name to jump straight to their profile.
🖥️ Redesigned desktop dashboard
RevLogic is built for inside sales reps who live at their desks, so we redesigned the main dashboard for desktop-first:
- Three columns at a glance — Call List on the left, customer intelligence in the middle, activity sidebar on the right
- Always-pinned customer header — key metrics stay visible while you scroll through the account
- Adaptive layout — the KPI strip reflows to fit your screen, from laptops to ultrawide monitors
📞 One-click contact copy
Click a phone number or email address to copy it to your clipboard. A confirmation toast lets you know it’s ready to paste into your phone system or email client — no more fumbling to select text.
📝 Cleaner activity timeline
Long notes are now collapsed to a preview with a Show more / Show less toggle, so a single detailed entry doesn’t bury the rest of the customer’s history.
🤝 Auto-logged draft orders
Every time you click Start Order from a customer card, RevLogic automatically logs it to the customer’s timeline. Perfect audit trail, zero extra clicks.