Timeline
Use the timeline action template to visualize customer history.
The Timeline
action template (timeline.aspx) allows users to visualize a customer history, i.e. to display a specific set of child records (activities, offers etc.) e.g. for a selected company along a time line.
Examples in UPDATE_DEFAULT: A_AccountTimeline
(in M_Company
and M_Person
), A_MarketingTimeline
(in M_Person
).
The type of child records and their graphic representation (icons, borders) are determined via the Timeline configuration referenced in the action. For further details, see Timelines.