Client history shows every interaction you've had with a client in one timeline: messages, campaign emails, forms, trips and bookings.
Where to Find It
Go to Contacts and open a contact.
Click the Activity tab. It opens on Activity log.
Click Client history next to Activity log.
Activity Log vs. Client History
Activity log records changes to the contact record itself, such as who edited a field and when.
Client history records interactions with the client: what you sent them, what they sent you, and what happened on their trips.
The Summary
Four cards at the top give you a quick read on the relationship:
Last contacted: the last day you sent this client a message.
Last heard from: the last day this client sent you a message.
Last traveled: the end date of the client's most recent completed trip.
Client since: the month of the client's first interaction with you, with the number of trips they've completed. Campaign emails don't count toward Client since, because receiving a campaign email doesn't make someone a client.
If a card shows Not yet or No messages yet, nothing of that kind exists for this client yet.
What Shows in the Timeline
Entries are listed newest first. Scroll down to load older ones.
Message to / Message from [client]: emails and chat messages in Tern, including emails from your synced inbox. If the client opened your message or clicked a link in it, opened or link clicked appears on the same line. Opens and clicks show only when the message went to this client alone.
Campaign email opened / link clicked: an email campaign the client opened or clicked. Campaign emails the client received but didn't open don't appear. Opens from privacy features such as Apple Mail Privacy Protection don't count, because they aren't a real person opening the email.
Unsubscribed from campaign emails: the client unsubscribed from your campaigns.
Form submitted: the client completed one of your forms.
Itinerary approved / Itinerary revisions requested: the client reviewed an itinerary you sent.
Payment authorized: the client authorized a payment on a trip.
Booking confirmed: a booking on a trip where this contact is the client or a traveler. Several bookings confirmed on the same day for the same trip show as one entry, such as 3 bookings confirmed.
Trip completed: a booked trip this contact traveled on has ended.
Click the trip, booking, conversation, form or campaign name on an entry to open it. If you don't have access to that item, the name shows without a link.
Good to Know
Dates are shown in the contact owner's time zone.
Messages in deleted conversations don't appear.
A trip counts as completed only if it's booked and its end date has passed. Trip templates don't count.
If a client has no interactions yet, the tab shows No history yet.