Update status
Record a status transition with a note for audit history.
Customer profile
Source: api:/api/records/[recordId]
| Field | Value |
|---|---|
| Record ID | REC-100245 |
| Full name | Sample Customer |
| sample.customer@example.com | |
| Phone | +1 (555) 010-2045 |
| Status | Active |
| Tags | vip, renewal |
| Assigned to | Unassigned |
| Updated at | 2026-02-20 14:12 |
Assignment & tags
Keep ownership and categorization up to date.
Notes
Source: api:/api/records/[recordId]/notes
| Created | Author | Visibility | Note |
|---|---|---|---|
| 2026-02-20 14:20 | Alex Morgan | Internal | Customer called to confirm renewal timeline. Follow up next week. |
Add a note
Capture context for teammates. Notes are stored with author and timestamps.
Status history
Source: api:/api/records/[recordId]/status-changes
| Changed | From | To | Changed by | Note |
|---|---|---|---|---|
| 2026-02-18 09:05 | Draft | Active | Jordan Lee | Verified contact details and completed intake. |