The History tab

Every record’s chronological story — meetings, tasks, notes, field updates, stage moves 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

FamilyWhat's in it
Calendar eventsMeetings linked to the record — scheduled, attended or cancelled, with attendees and a join link for upcoming ones.
Task eventsTasks created and completed against the record.
Note eventsNotes attached to the record.
UpdatesField changes ("Salary updated", "Status updated") and record creation — automatic changes group together so the feed stays readable.
Stage changesApplication stage and outcome movements linked to the record.
List changesRecords added to or removed from lists.
FilesFile activity linked to the record.
Logged calls & messagesCalls, meetings and messages logged by your team from the Notes tab, plus synced emails and messages.

Use the family filter toggles at the top of the timeline to focus on what you care about — your choices are remembered.

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 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.

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