> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/customer-activity.md).
# Customer Activity
### View Customer Details
In **Customers** Click on the Action menu (3 vertical dots)  for the customer that you would like to view and click the **View** button
You can see all the details of the **Customer**
### Edit Customer
In **Customers** Click on the Action menu (3 vertical dots)  for the customer which you would like to edit and click the **Edit** button
Add all edit details and **Save**
### Delete Customer
In **Customers** Click on the Action menu (3 vertical dots)  for the customer which you would like to edit and click the **Delete** button
Give your confirmation in the **popup** and the record will be deleted
### Create a Task for the Customer
In **Customers** Click on the Action menu (3 vertical dots)  for the customer to whom you would like to add Task and click the **Task** button
Enter the details on the Task page and **save** the form
### Create a Call Log for the Customer
Hover the mouse on Customer and click on the Action menu (3 vertical dots)  for the customer to which you would like to add a call log and click the **call log** button
Enter the details in the call log page and **save** the form
### Create a Meeting for the Customer
Hover the mouse on the customer and click on the Action menu (3 vertical dots)  for the customer for which you would like to add a meeting, and click the **Meeting** button
Enter the details on the meeting page and **save** the form
### Create Follow Up for the Customer
Hover the mouse on the customer and click on the Action menu (3 vertical dots)  for the customer to which you would like to add follow-up and click the **Follow-Up** button
Enter the details on the follow-up page and **save** the form
Last Updated 11 December 2025