Learn Mokapen

Updates

The Updates tab is the operational history of every Mokapen record: who did what, when, and on which field. It is not a generic team chat (use Comments in the Data tab for that): it is the log of changes, connections created, emails sent to the customer, and — on contacts and companies — linked messages and marketing events.

Opening Updates lets you immediately understand the evolution of a task, opportunity, or contact without asking colleagues or searching through emails.

Role in the CRM

The tab serves to:

• Traceability: every change to price, status, owner, pipeline stage… is recorded with author and date.
• Collaboration: see team comments and mentions linked to the record (filterable separately).
• Communications to the customer: on appointments, tickets, and other entities, see when Mokapen sent an email to recipients (e.g. rescheduled meeting, ticket notification).
• Commercial context (contacts/companies): landing forms, campaign subscriptions, and messages linked to the record appear here alongside changes.
• Audit: useful in internal reviews, handovers, and disputes («who changed the deal probability?»).

Where to find it

Updates tab (bell icon) on almost every Mokapen record — side panel or full page. It is often in the dropdown menu (arrow) next to other tabs, together with Marketing or Sync where applicable.

Available in all main CRM areas: Activities, Directory, Sales, Support, and other modules with structured records (catalog, quotes, orders, documents, bookings…). No need for an entity-by-entity list: if you open a record with Data and Connections tabs, you almost always find Updates with the same logic everywhere.

Same content in side panel and full page (page task, page deal, page document…): on full page you have more space for long timelines.

Filter at the top

At the top of the tab you find a Filters menu to narrow the timeline:

• Updates: field changes and system actions only (creation, closure, connections…).
• Comments: text messages left by the team on the record (distinct from automatic field changes).
• Messages (contacts and companies only): submissions from landing forms or pages linked to the contact's email.
• Marketing (contacts and companies only): campaign events, list subscriptions, tracked interactions.
• By entity type (e.g. Task, Opportunity, Ticket…): show only entries where that entity was linked or created from this record.

Without a filter you see the full flow in chronological order (most recent at top). Scroll to load earlier entries if the list is long.

Field changes

The most frequent entry: «Marco changed the Price field to: €120», «Laura updated the status», «System created the task».

• Author: photo and name of the Mokapen user (or organization if the action comes from integration/portal).
• Changed field: readable name (Price, Stage, Owner, Due date… including custom fields).
• New value: highlighted in bold; for amounts and dates the format follows organization settings.
• Show original: if there was a previous value, link to expand before/after comparison — useful on descriptions or negotiated amounts.
• Relative date: «2 hours ago», «yesterday»; hover to see exact date and time.

Also recorded: attachment added, task closed/reopened, entity linked, email sent to participants.

Comments

Comments you write at the bottom of the Data tab (or in the record's comments section) also appear here when filtering by Comments. They are team conversations: @colleague mentions, operational notes, clarification requests. They do not replace field changes — if you change a product price, you see the automatic update in Updates; if you write «10% discount agreed with customer», that is a comment.

Emails and communications to contacts

When Mokapen sends emails linked to the record (e.g. rescheduled appointment notification, ticket reply to customer, document send), an entry appears such as «sent the appointment by email to …» with recipients. So you know if the customer was notified without leaving the CRM.

On contacts and companies, with active email integration, synced conversation traces may also appear — filter with Messages or consult the dedicated Email tab on the contact record.

Connections and linked creations

If from a product you create an opportunity with + Create and connect, or link a ticket to a contact, the action appears in Updates: «connected the opportunity …» with a clickable link to the linked record. Filtering by entity type you quickly find all tasks born from that deal or all opportunities linked to that company.

Complementary to the Connections tab (structured view of relationships): Updates is the timeline of what happened over time.

Messages and forms (contacts and companies)

On Contact or Company records, the Messages filter shows submissions from site forms, Mokapen landing pages, or webhooks linked to the contact's email: form title, date, source. Useful to understand which campaign the lead came from and what they wrote, alongside master data changes made by sales.

Marketing events (contacts and companies)

With the Marketing filter you see campaign subscriptions, tracked events (opens, conversions from marketing forms) linked to the contact. It complements the Marketing tab on the record for a chronological view of touchpoints before the deal.

Side panel and full page

The Updates tab is identical in the modal and on full page (page task, page deal, page product…). On full page you have more height to scroll long timelines and can keep the record open while working on other browser tabs. Open full page from the expand arrows icon in the action bar (Premium).

Cloning and history

When cloning an entity (task, opportunity, product, service, contact…) you can choose whether to copy comments and updates too in the Clone modal. By default the new record starts with a clean timeline; including Updates is rarely needed (e.g. audit on templates). See individual entity guides for the Clone procedure.

Recommended processes

• Sales handover: before resuming a paused deal, read Updates for latest stage changes and previous colleague's comments.
• L2 support: on escalated ticket, filter Comments + Updates to reconstruct what L1 already did.
• Catalog review: on product or service, check who raised prices or disabled e-commerce before disputing a price list.
• Lead qualification: on new contact, Messages + Marketing + first master data changes tell the lead journey in one tab.
• Compliance: export or screenshot entries on privacy consents and sent communications (contacts).

Combine Updates with Connections, Checklist, and Labels for the complete picture of every CRM record.