The activity feed and Comms log
Tallify's communications record: every briefing, draft, approval, send, rejection and skip, what each status means, and its use as compliance evidence.
Every communication event is logged: cover review briefings, fund notices, client emails received, replies and reminders drafted, approvals, sends, rejections, skips and items marked done. The Activity card on a client's overview shows their latest items and the book-wide briefings; the Comms log lists every event, newest first; the client's Communication tab shows their thread. Each row shows the kind, the client, the status, who acted and when.
Statuses
| Status | Meaning |
|---|---|
| briefing / read | A cover review briefing, and whether it has been opened |
| drafted | Waiting for a person under Approvals |
| approved / sent | Approved by a named user; sent |
| replied | A client's message that has had its reply sent |
| failed | Sending or delivery failed; the reason is on the item |
| skipped | Not drafted, with the reason, such as no consent or no email address |
| rejected | Discarded by a named user |
| received | A client's message, logged on their file |
As evidence
Together with the audit log, Activity is the record a compliance officer uses to show what was said to a client, by whom, and on whose approval.
Updated 2026-10-27. Questions: michael@tallify.co.za.