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<!DOCTYPE html>
<html lang="en">
<html lang="ru">
<head>
<title>Activity log</title>
<title>История активностей</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta name="keywords" content="встроенного почтовика,маркетинговой рассылки" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="The widget displays user activities in BRIX CRM aimed at communication with the client, and the response to these activities from the client. The widget is placed on the..." />
<meta name="description" content="В виджете отображаются действия пользователей в решении ELMA365 CRM, направленные на&nbsp;коммуникацию с&nbsp;клиентом, и&nbsp;отклик на&nbsp;эти действия от&nbsp;клиента." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
<meta property="og:url" content="https://elma365.com/ru/help" />
<meta property="og:image" content="" />
<meta property="og:site_name" content="ELMA365" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
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</head>
<body>
<script async src="https://www.googletagmanager.com/gtag/js?id=G-M6ETBEC1R9"></script><script>window.dataLayer=window.dataLayer || []; function gtag(){dataLayer.push(arguments);}gtag('js', new Date()); gtag('config', 'G-M6ETBEC1R9');</script>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<form class="search-form" onsubmit="ym(83179930,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
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</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
</div>
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<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo-light.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
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<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer &gt; <a href="interface_settings.html">Set up interfaces</a> &gt; Widget types &gt; CRM widgets / Activity log</p>
<p>Low-code дизайнер &gt; <a href="interface_settings.html">Создание интерфейсов</a> &gt; Типы виджетов &gt; Виджеты для «ELMA365 CRM» / История активностей</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Activity log</span></h1>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">История активностей</span></h1>
</div>
</header>
@ -109,23 +111,27 @@
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.28; margin: 0 0 11px 0;">The widget displays user activities in <a href="crm-functions.html" class="topiclink">BRIX CRM</a> aimed at communication with the client, and the response to these activities from the client. The widget is placed on the contact page by default. This allows the sales rep to see the entire history of communication on one page. The user’s work with the widget is described in the <a href="view-activity-log.html" class="topiclink">Track activity log</a> article.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">In addition, communication data with the client is used to assess their interest in purchasing, that is, to determine their nurturing stage.<span style="font-family: 'Times New Roman',Times,Georgia,serif;"> </span> For more information, see <a href="assign-nurturing-stage.html" class="topiclink">Assign nurturing stages</a>.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">The following data is recorded: </p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">В виджете отображаются действия пользователей в решении <a href="crm-functions.html" class="topiclink">ELMA365 CRM</a>, направленные на коммуникацию с клиентом, и отклик на эти действия от клиента.</p>
<p style="margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Виджет по умолчанию добавлен в карточку контакта. Это позволяет менеджеру по продажам видеть всю историю взаимодействий с клиентом в одном месте. Работа пользователя с виджетом описана в статье </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/view-activity-log.html" class="weblink">«Отслеживание истории активностей»</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
<p style="margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Кроме того, данные о коммуникации с клиентом используются, чтобы оценить его заинтересованность в покупке, то есть определить его стадию прогрева. Подробнее читайте в статье </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="assign-nurturing-stage.html" class="topiclink">«Присвоение клиенту стадии прогрева»</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Виджет доступен при активации одного из </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="licenses-crm.html" class="topiclink">платных решений CRM</a></span><span style="font-size: 15px; font-family: Inter;">, в которые включена фиксация истории активностей. Использовать его смогут только пользователи с лицензией решения</span><span style="font-size: 15px; font-family: Inter; color: #394149;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">По умолчанию фиксируются:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">From the BRIX user’s side: adding a lead and a deal, creating and executing a <a href="360012911980.html" class="topiclink">CRM task</a>, sending an email from the <a href="email-workspace.html" class="topiclink">built-in inbox</a><span style="font-size: 13px;">.</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">From the client’s side: opening an email and clicking on the attached link. </li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;">The data is saved in BRIX and shown in a widget when a user specifies a certain <a href="360012584960.html" class="topiclink">contact</a> when performing an activity.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">You can add custom activities to track additional actions. For example, display other ways of contacting a customer or their actions on your website in the widget. Entries about activities are added to the system during a business process. Read more in <span style="color: #0000ff;"><a href="configure-activity-log.html#add-custom-activity" class="topiclink">Activity log settings</a></span>.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">You can also <span style="color: #0000ff;"><a href="configure-activity-log.html#hide-activity" class="topiclink">hide</a></span> unnecessary actions so that they are not displayed in the widget and change the <span style="color: #0000ff;"><a href="configure-activity-log.html#change-storage-period" class="topiclink">storage period</a></span> for client interaction data.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">You can add the widget to the <a href="360012584980.html" class="topiclink">Companies</a>, <a href="leads.html" class="topiclink">Leads</a>, or <a href="360012680899.html" class="topiclink">Deals</a> app forms for quick access to information about interactions made with a client and their reaction to the communication. </p>
<h2 class="p_Heading2"><a id="add-widget" class="hmanchor"></a><span class="f_Heading2">Add the Activity log widget</span></h2>
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">со стороны пользователя ELMA365 — добавление лида и сделки, создание и выполнение <a href="360012911980.html" class="topiclink">задач CRM</a>, отправка письма из <a href="email-workspace.html" class="topiclink">встроенного почтовика</a> или <a href="marketing.html" class="topiclink">маркетинговой рассылки</a>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">со стороны клиента — открытие письма-рассылки и переход по вложенной ссылке. </li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Данные сохраняются в ELMA365 и показываются в виджете, когда при совершении действия пользователь указывает определённый <a href="360012584960.html" class="topiclink">контакт</a>.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Вы можете добавить пользовательские активности, чтобы отслеживать дополнительные действия. Например, отображать в виджете другие способы связи с клиентом или его действия на вашем сайте. Записи о пользовательских активностях фиксируются в системе в ходе бизнес‑процесса. Подробнее читайте в статье </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/configure-activity-log.html#add-custom-activity" class="weblink">«Настройки истории активностей»</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Вы также можете </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/configure-activity-log.html#hide-activity" class="weblink">скрыть</a></span><span style="font-size: 15px; font-family: Inter;"> ненужные активности, чтобы они не отображались в виджете, и изменить </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="/ru/help/crm/configure-activity-log.html#change-storage-period" class="weblink">срок хранения данных</a></span><span style="font-size: 15px; font-family: Inter;"> о взаимодействии с клиентом.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Виджет можно добавить </span>на формы приложений <a href="360012584980.html" class="topiclink">Компании</a>, <a href="leads.html" class="topiclink">Лиды</a> или <a href="360012680899.html" class="topiclink">Сделки</a> для быстрого доступа к информации о совершённых с клиентом взаимодействиях и его реакции на коммуникацию. </p>
<h2 class="p_Heading2"><a id="add-widget" class="hmanchor"></a><span class="f_Heading2">Добавить виджет «История активностей»</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Go to the <a href="interface_designer.html" class="topiclink">interface designer</a> of the app view form where you want to view a list of activities performed on contacts, such as <span style="font-weight: bold;">Deals</span>. </li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">It is recommended to place the widget on the form in a separate tab. Add the <a href="tabs.html" class="topiclink">Tabs</a> widget to the modeling field and give it a name.</li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Go to the created tab, click <span style="font-weight: bold;">+Widget</span>, and select the <span style="font-weight: bold;">Activity log</span> widget.</li><li value="4" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">In the settings on the <span style="font-weight: bold;">Main</span> tab, click <span style="font-weight: bold;">&lt;Not defined&gt;</span> and select the <span style="font-weight: bold;">App Item</span> option.</li></ol>
<p class="p_Normal" style="margin: 0 0 0 34px;"><img alt="activity_log01" width="561" height="285" style="margin:0;width:561px;height:285px;border:none" src="activity_log01.png"/></p>
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Перейдите в <a href="interface_designer.html" class="topiclink">дизайнер интерфейсов</a> формы просмотра приложения, в котором нужно просматривать список выполненных по контактам действий, например, <span style="font-weight: bold;">Сделки</span>.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Виджет рекомендуется размещать на форме в отдельной вкладке. Добавьте виджет <a href="tabs.html" class="topiclink">Вкладки</a> на поле для моделирования и задайте его название. </li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Перейдите на созданную вкладку, нажмите <span style="font-weight: bold;">+ Виджет</span> и выберите виджет <span style="font-weight: bold;">История активностей</span>.</li><li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">В настройках на вкладке <span style="font-weight: bold;">Основные</span> нажмите <span style="font-weight: bold;">&lt;Не установлено&gt;</span> и выберите опцию <span style="font-weight: bold;">Элемент Приложения</span>. </li></ol>
<p class="p_Normal" style="margin: 0 0 0 36px;"><img alt="client-engagment-history-1" width="604" height="342" style="margin:0;width:604px;height:342px;border:none" src="client-engagment-history-1.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="5" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">On the <span style="font-weight: bold;">Events</span> and <span style="font-weight: bold;">System</span> tabs, you can set widget visibility and access, customize hover behavior, etc. Read more about it in <a href="common_widget_settings.html" class="topiclink">System widget settings</a>. </li><li value="6" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the widget settings. </li><li value="7" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">To make the customized form available to users, click <span style="font-weight: bold;">Save</span> and <span style="font-weight: bold;">Publish</span> on the top panel of the interface designer.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Now the sales manager will be able to <span style="color: #0000ff;"><a href="view-activity-log.html#view-log" class="topiclink">view information on interactions with contacts</a></span> on the page of another app. If multiple contacts are specified in an item, the activity log will display actions for each contact.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="activity_log02" width="680" height="466" style="margin:0;width:680px;height:466px;border:none" src="activity_log02.png"/></p>
<li value="5" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">На вкладках <span style="font-weight: bold;">События</span> и <span style="font-weight: bold;">Системные</span> можно задать видимость виджета и доступ к нему, настроить поведение при наведении курсора и т. д. Подробнее об этом читайте в статье <a href="common_widget_settings.html" class="topiclink">«Системные настройки виджетов»</a>. </li><li value="6" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Сохраните настройки виджета. </li><li value="7" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Чтобы настроенная форма стала доступна пользователям, на верхней панели дизайнера интерфейсов нажмите <span style="font-weight: bold;">Сохранить</span> и <span style="font-weight: bold;">Опубликовать</span>.</li></ol>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Теперь менеджер по продажам сможет <a href="/ru/help/crm/view-activity-log.html#view-log" class="weblink">просматривать информацию по взаимодействию с контактами</a> в карточке другого приложения. Если в элементе указано несколько контактов, в истории активностей отобразятся действия по каждому из них.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="client-engagment-history-2" width="793" height="520" style="margin:0;width:793px;height:520px;border:none" src="client-engagment-history-2.png"/></p>
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