What Activities Track on Individual Records

Oracle Sales in the Redwood User Experience (Sales in the Redwood UX) tracks and displays a broad range of activities on each record. Activities tracked include email exchanges, notes, call logs, past and future tasks and appointments, as well as recent updates to the record itself. The application tracks these activities on accounts, opportunities, contacts, and leads.

The Activities page on individual records tracks important updates in chronological order, sometimes called the activity stream. For example, the list of activities for an opportunity might show that the opportunity was reassigned to a different owner, that an appointment is scheduled for the next day, or that a task has been created. Administrators can determine what information gets displayed, but don't think of activities as an audit trail. Not all updates are tracked.

Here's a screenshot showing both pending activities and the record of recent updates for a contact. The items in the Matt Hooper Updated Contact heading lists the important changes Matt Hooper made to the account during one edit. Each time you save, the application creates another heading with a time stamp.