{"id":709,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-contact-history\/"},"modified":"2026-10-12T15:08:10","modified_gmt":"2026-10-12T20:08:10","slug":"crm-contact-history","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-contact-history\/","title":{"rendered":"See a contact&#8217;s call and activity history"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>The contact record keeps one dated timeline of everything that happened with a person: calls and their results, voicemails they left, texts and emails, notes, finished tasks, lists they were added to, deals, tags, appointments and merges.<\/p>\n<h2>Where to find it<\/h2>\n<p>Open a contact &gt; Activity tab. The Calls, Recordings and Voicemails tabs show just that kind of event.<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Open the contact and stay on <strong>Activity<\/strong> to see the full timeline, newest first, grouped by day.<\/li>\n<li>Each call shows who called, which number, the caller ID used, the result and any notes from the call.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-contact-history-1.webp?v=1791835689\" alt=\"Each call on the Activity timeline shows who called, the result, notes and the recording\" width=\"1440\" loading=\"lazy\" \/><figcaption>Each call on the Activity timeline shows who called, the result, notes and the recording<\/figcaption><\/figure>\n<\/li>\n<li>Recorded calls show a player. If a summary or transcript exists, it shows under the call.<\/li>\n<li>Press <strong>Load more calls<\/strong> or <strong>Load earlier activity<\/strong> at the bottom to go further back.<\/li>\n<li>Open the <strong>Calls<\/strong> tab for a call list, <strong>Recordings<\/strong> for recorded calls only, and <strong>Voicemails<\/strong> for messages they left and voicemails you left for them.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-contact-history-2.webp?v=1791835689\" alt=\"Calls, Recordings and Voicemails show one kind of event\" width=\"1440\" loading=\"lazy\" \/><figcaption>Calls, Recordings and Voicemails show one kind of event<\/figcaption><\/figure>\n<\/li>\n<li>For a full list of every call in one view, open <strong>More actions<\/strong> and choose <strong>Full call history<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-contact-history-3.webp?v=1791835690\" alt=\"More actions &gt; Full call history\" width=\"1440\" loading=\"lazy\" \/><figcaption>More actions &gt; Full call history<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Summaries and transcripts are private to the agent who placed the call. Others see that one was saved.<\/li>\n<li>How long recordings are kept depends on your plan, or two years with the Call Recording upgrade.<\/li>\n<li>Press <strong>Play voicemail<\/strong> to listen to a message they left.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The contact record keeps one dated timeline of everything that happened with a person: calls and their results, voicemails they left, texts and emails, notes, finished tasks, lists they were added to, deals, tags, appointments and merges.<\/p>\n","protected":false},"featured_media":1925,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-contact-history","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The contact record keeps one dated timeline of everything that happened with a person: calls and their results, voicemails they left, texts and emails, notes, finished tasks, lists they were added to, deals, tags, appointments and merges.","footnotes":""},"rd_doc_category":[19],"class_list":["post-709","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/709\/revisions"}],"predecessor-version":[{"id":1928,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/709\/revisions\/1928"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1925"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=709"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}