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

For example, an owner calls and explains that he's just been laid off and his association dues will be two weeks late. Open the Owner 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.

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.

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

For example, you know you talked to an owner about paying the association dues late, but you can't recall which owner. Go to Reporting > Admin Reports > Activity Feed and filter by your username.

The system quickly returns the note left on the Owner 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.

Most of the filters are optional, but you must complete the Date Created Range or Due Date Range.

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

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

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

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.