> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/customer-activity.md).

# Customer Activity

## View Customer Details

 In **Customers** Click on the Action menu (3 vertical dots) ![](/files/465dQJcifiuSd1gKRlDM) for the customer that you would like to view and click the **View** button

![](/files/2e3Tp8PWp5fs0glU67Cx)

You can see all the details of the **Customer** 

<figure><img src="/files/tBlho14YnujsRSIsnKAJ" alt=""><figcaption></figcaption></figure>

## Edit Customer

In **Customers** Click on the Action menu (3 vertical dots) ![](/files/upjOfCTuugG7reJyvtG1) for the customer which you would like to edit and click the **Edit** button

![](/files/irdDBttxZ5FIUxayO151)

Add all edit details and **Save**

![](/files/YPp8MzyIqwPTWtHzv03S)

## Delete Customer

In **Customers** Click on the Action menu (3 vertical dots) ![](/files/71HkNDuNGduWeXoSyNsM) for the customer which you would like to edit and click the **Delete** button

![](/files/LP4OtzCKWoMfLk6bQ0KC)

Give your confirmation in the **popup** and the record will be deleted

![](/files/SdPhq5L9ZLJTJxEcH9qj)

## Create a Task for the Customer

In **Customers** Click on the Action menu (3 vertical dots) ![](/files/BlRTRBZE9K1ph9SAOEWG) for the customer to whom you would like to add Task and click the **Task** button

![](/files/5AMOzYLv6qBhtU9hPdH5)

Enter the details on the Task page and **save** the form

![](/files/9YYWk2iNJlzfwnraldB3)

## Create a Call Log for the Customer

Hover the mouse on Customer and click on the Action menu (3 vertical dots) ![](/files/r6wZiyewpvKogSSHl1G4) for the customer to which you would like to add a call log and click the **call log** button

![](/files/02Zil9Ex4dahZGKO0y8m)

&#x20;Enter the details in the call log page and **save** the form

![](/files/9KViv6UK4IQGQIxcw5sY)

## Create a Meeting for the Customer

Hover the mouse on the customer and click on the Action menu (3 vertical dots) ![](/files/ye05UNJND6ugJSDtvhtT) for the customer for which you would like to add a meeting, and click the **Meeting** button

![](/files/9W1efQPCKZzewHipccMQ)

&#x20;Enter the details on the meeting page and **save** the form

![](/files/2g0P4YacCSsd3xLFdNYW)

## Create Follow Up for the Customer

Hover the mouse on the customer and click on the Action menu (3 vertical dots) ![](/files/sAPxUhaXIrp4lGwdQrnC) for the customer to which you would like to add follow-up and click the **Follow-Up** button

![](/files/vYl0b8JjaGn4nCmFMwuS)

Enter the details on the follow-up page and **save** the form

![](/files/RPXyTHtNtqO443GCHOSS)