video1.0<iframe src="https://www.loom.com/embed/5ddea015bf9a4bc7bf1db0621394a84c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5ddea015bf9a4bc7bf1db0621394a84c-28291ba0efc48915.gif143.867This Loom demonstrates the company account history roll-up enhancement in follow-up CRM to provide one unified place to review all activity tied to a company. Starting from a company record, users see a unified timeline that combines company, related contact, and related project activity, sorted with newest items first. The feed includes notes and logs from the company and contacts, along with project activity such as comments, emails, logs, sales activities, integrations, and other updates, with each row showing type, creator, time, and source record. Rows are compact by default and can be expanded for more detail, and users can filter by options like activity type, user, and keywords via search, with pagination for large histories while permissions are respected.