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What is the Activity Feed?

Updated over 2 months ago

The Activity Feed allows you to enter notes (with a time stamp) on different screens in Breeze.

For example, a tenant calls and explains that he's just been laid off and his rent will be two weeks late. Open the Tenant screen and click the Activity Feed button.

The Activity Feed pane appears.

Enter a note to record the conversation. Select Show on Calendar if you want the note to be attached to the calendar as an activity.

When you click Submit, the new item appears on the timeline.

The Activity Feed tracks the content of the conversation, the date, and the user. Also, you can choose to put a reminder on the calendar.

Activity Feed on Transactions

Because this interaction affects a transaction, you can add a note there as well. Look up the charge, open the Activity Feed, and enter an explanation.

Additionally, if you want to see who added a transaction, you can open the Activity Feed tab. It will display the user who created it and the date it was created.

Activity Feed Report

You can search for Activity Feed notes by using the Activity Feed Report.

For example, you know you talked to a tenant about paying rent late, but you can't recall which tenant. Go to Reporting > Admin Reports > Activity Feed and filter by your user name.

The system quickly returns the note left on the Tenant screen and the note left on the Charge screen about the same interaction.

The report has a variety of filters, allowing you to find activity feed records quickly.

Activity Feed vs. the Notes Field

The Tenant screen has a Notes field as well as the Activity Feed.

The Notes field is good for static information, for example, the tenant's license plate number. For interactions with tenants that develop over time, we recommend the Activity Feed, because it leaves an audit trail.

Character Limit

On the Activity Feed, there is a limit of 1200 characters for each entry.

Editing the Activity Feed

You cannot edit a system-generated activity. You can only view it.

If you add an activity, you can mark it as complete, cancel it, or edit it – but you cannot delete it.

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