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.