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Documentation Core CRM

Comments & history

Rich-text comments with @-mentions, and a complete activity timeline.

Comments

Contacts and deals both have a Comments tab for team discussion. Comments support rich text — headings, lists, emphasis — and file attachments, which are also saved to the record's Files tab so nothing is buried in a thread.

Mentioning a teammate

Type @ and start typing a name to pick from your account's active members. Mentioned people are notified in the app, by email, and in realtime, according to their own notification preferences.

The restricted-value guard

If your account restricts a field to a minimum role — deal value, say — a comment that appears to contain that field's value or label is rejected, naming the field, so restricted information cannot be shared sideways through a comment.

Activity history

Every contact and deal has a History tab showing a complete, ordered record of what happened.

What is recorded

  • Field changes — the field, the old value and the new value.
  • Appointments — created, updated, cancelled, deleted.
  • Files — attached and removed.
  • Email — sent and received, with the address and subject.
  • Deals — created, updated and deleted, shown on the contact's timeline.
  • Deal links — a line whenever a deal's additional contacts or offerings change.

Who did it

  • Changes made in the app show the person.
  • Changes made through the REST API show the name of the API key that made them, marked API.
  • Changes made by an assistant connected over MCP show the person who approved the connection, marked MCP — for example Jane Doe (MCP).
  • Changes SWARECO AI applies after you click Confirm show the person who confirmed, marked Assistant — Jane Doe (Assistant).
  • Automated changes show as System.

The person stays accountable for what their connection or confirmed card does, and the label records how it arrived.

What you will not see

Fields your role is not permitted to see are left out of the timeline entirely, so history cannot be used to read around a permission. Entries can be sorted oldest or newest first and are paginated.