> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Activity Timeline

> View a unified activity timeline for every contact, showing all actions taken across submissions, funding plans, invoices, and status changes.

# Activity Timeline

Every contact has a unified activity timeline showing all actions taken across submissions, funding plans, and invoices.

## Where to Find It

1. Click into any contact from the funding queue
2. Click the **"Activity"** tab

## What It Shows

The timeline aggregates events from multiple sources:

### Submission Events (Blue dots)

* Submission created
* Status changed (Plan Needed > In Progress > Complete, etc.)
* Claimed by \[processor name]
* Unassigned

### Funding Plan Events (Gold dots)

* Funding plan created (with type: Card Stacking, Term Loan, etc.)
* Plan status changed (Pending > Applied > Approved > Funded)
* Plan assigned to \[processor name]

### Invoice & Payment Events (Green dots)

* Invoice created
* Invoice sent
* Payment recorded (\$X via \[method])
* Invoice paid in full
* Invoice written off

## Timeline Features

* **Newest first**: Most recent events at the top
* **Relative time**: Shows "2 hours ago", "3 days ago", etc.
* **Actor names**: Who performed each action
* **Collapsible**: Shows last 10 events by default. Click "Show all" for the full history.

## Use Cases

* **Handoffs**: Quickly see what the previous processor did
* **Auditing**: Verify that proper steps were followed
* **Troubleshooting**: Find when a status changed or who made a decision
* **Review calls**: Walk through a client's history during funding reviews