Notes and Communications
Pipeline tracks all communications related to a job in a dedicated activity view, giving you a complete history of interactions.Communications View
Screenshot: The Communications view showing the split-panel layout - message list on the left with type icons and timestamps, and the full message detail on the right with subject, from/to, and body content.The communications panel uses a split-panel layout:
- Left panel - Message list showing all communications, newest first
- Right panel - Full message detail when a message is selected
Message List
Each message in the list shows:- Type icon - Email, SMS, phone call, or manual note
- Sender name - Who sent or created the message
- Direction - “Sent” with the recipient, or “Received” with the sender
- Date and time - When the communication occurred
- Subject or synopsis - Brief preview of the content
Message Detail
Click a message to view full details:- Subject - Full message subject line
- Send Date - Exact date and time
- From/To - Sender and recipient information
- Attachments - Count and list of attached files (click to preview or download)
- Message Body - Complete message content
Communication Types
- Received - Incoming communications from the customer
- Sent - Outgoing communications from your organisation
- Notes - Internal notes added by team members