# BuildRunKit CRM: Activities Sub-Section

## **BuildRunKit CRM: Activities Sub-Section**

**[![Screenshot 2026-09-09 122358.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-122358.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-122358.png)**

The **Activities** sub-section tracks client interactions, including logged calls, meetings, internal notes, and email records.

**Header & Action Buttons**

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-%2B-new-activity%3A-open"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **+ New Activity**: Opens the activity logging modal.
- **Generate Report**: Opens the **CRM Activities Report** export window:
    
    
    - **Export Count**: Displays total targeted activity records (e.g., *Exporting 1 records*).
    - **Export Format Options**: Exports data instantly using **Export as PDF** or **Export as CSV**.

</div></div>[![Screenshot 2026-09-09 122425.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-122425.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-122425.png)

**Activity Summary Metrics** Top KPI cards display cumulative interaction counts:

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-total-activities%3A-co"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Total Activities**: Counts all registered logs across categories.
- **Notes**: Displays total standalone internal notes.
- **Communications**: Tracks direct client interactions, such as calls, meetings, and emails.

</div></div>**Directory Controls &amp; Search Bar**

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-search-activities..."><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Search activities...**: Text input to filter logs by subject or keyword.
- **All types Dropdown**: Filters activities by log category (e.g., Note, Call, Meeting, Email).
- **All owners Dropdown**: Filters entries by assigned workspace team member.
- **All time Dropdown**: Filters records by specific date ranges.
- **View Switches**: Toggles between **Table** (list view) and **Grid** (card view) layouts.
- **Rows per page &amp; Pagination**: Controls visible row density and steps through multi-page logs.

</div></div>**Activities Table Data Columns**

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk-subject%3A-the-headlin"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Subject**: The headline title describing the logged interaction.
- **Type**: Visual badge categorizing the entry type (e.g., *Note*).
- **Details**: Brief text preview or full summary of the activity.
- **Date**: The logged completion date (formatted as YYYY-MM-DD).
- **Row Actions Menu (`...`)**: Quick management options for individual entries:
    
    
    - **Edit**: Opens the setup editor to update activity details, subjects, or dates.
    - **Delete**: Removes the record from the activity log.

</div></div>### **BuildRunKit CRM: Logging a New Activity**

**[![Screenshot 2026-09-09 122718.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-122718.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-122718.png)**

Clicking the **+ New Activity** button opens a setup modal to log interactions and record updates:

- **Subject \***: Required text field to enter the activity headline or topic.
- **Type**: Dropdown selector to classify the activity (*Note*, *Call*, *Email*, or *Meeting*).
- **Date**: Date picker input to log when the interaction occurred.
- **Contact**: Dropdown menu to link the activity to a specific client record.
- **Deal**: Dropdown menu to associate the entry with a specific sales opportunity (requires selecting a contact first).
- **Task**: Dropdown menu to associate the activity with a related task item.
- **Owner**: Dropdown selector to assign activity logging responsibility to a team member in your workspace.
- **Description**: Multi-line text field for detailed meeting notes, email copies, or interaction summaries.
- **Modal Actions**: Click **Cancel** to discard or **Save** to log the activity record.

<div _ngcontent-ng-c3922149199="" class="container" id="bkmrk--3"><div _ngcontent-ng-c2292009011="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk--4" inline-copy-host=""></div></div>