The History tab
Every record’s chronological story — meetings, tasks, notes, field updates, stage moves, emails, WhatsApp messages and logged calls — with per-family filters.
Every record's History tab is its audit spine — a single reverse-chronological feed of everything that has happened to the record, from every source. It is read-only: you record work from the Notes and Calls tabs and the record's Add activity menu, and History shows what resulted.
What appears on the timeline
| Family | What's in it |
|---|---|
| Calendar events | Meetings linked to the record — scheduled, attended or cancelled, with attendees and a join link for upcoming ones. |
| Task events | Tasks created and completed against the record. |
| Note events | Notes attached to the record. |
| Updates | Field changes ("Salary updated", "Status updated") and record creation — automatic changes group together so the feed stays readable. |
| Stage changes | Application stage and outcome movements linked to the record. |
| List changes | Records added to or removed from lists. |
| Comments | One entry per day that had comments on the record, with who commented; open it to read the thread. See Comments & mentions. |
| Files | File activity linked to the record. |
| Campaigns | Campaign activity linked to the record, such as enrolment, sent emails and replies, when present. |
| Consent | Consent changes, such as consent given, withdrawn or expired. This filter appears when consent tracking is enabled or the record already has consent history; see Consent & GDPR records. |
| Logged calls & messages | Calls, meetings and messages logged by your team from the Notes tab, plus synced emails and WhatsApp messages with the person. Three or more messages in a row with one person fold into a single line ("exchanged 8 messages · email and WhatsApp"); choose Show messages to list them or Open thread to read the conversation. A message you don't have access to shows as private to its owner, following email privacy and sharing. |
| Client portal | What happened in the client portal — sharing with a client, and their ratings, comments and interview requests. |
Use View settings at the top of the timeline and tick the families under Show on timeline to focus on what you care about. Kepler remembers your choice for each record type in this browser.
Recording something that happened elsewhere
Not everything happens inside Kepler, and History itself has no create controls. To record a call, meeting or message that happened off-platform, open the record's Notes tab (or its Add activity menu) and choose Log call, Log meeting or Log message — see Working with notes. To book a meeting, use Schedule meeting on the Calls tab or Meeting… under Schedule in the Add activity menu. Both appear in History once saved, so the record's story has no gaps.
Log the calls that matter the moment they end — direction and outcome fields make "how many client calls did we actually make this month?" answerable later.