Timeline

The timeline allows you to display an overview of your contact with customers chronologically, e.g. activities, offers etc.

The selected records are displayed along a time axis in so-called "bubbles". You can configure the overview to display different types of records using different colors, icons and text.

By default, timelines are available from the following areas:

• In the Company, Opportunity and Property info areas.
• The Marketing Timeline if available from the Company info area.

You can add comments from timelines.

To display a timeline:

1. Switch to the desired company or person, see Searching.
2. Select Timeline from the context menu or click on (Timeline) in the record's header. The timeline is displayed.

   

3. Click on Month, Quarter, Year or All to select the time period to display.
4. You can navigate forwards and backwards in time as follows:
   • Click on (Previous) or (Next) to switch to the previous or next time period.
   • Click on the gray bar to change the time period:
     • If you are displaying the entire time period (All) or the yearly view, the display switches to the quarterly view.
     • If you are displaying the quarterly of monthly view, the view switches to the previous quarter or month.
   • Drag the icon in the scroll bar to the left or right.
   • Click on the date at the far left or right of the scroll bar to move to the previous or next time period.
5. Click on a bubble to display the details of the record beneath the timeline. If a bubble contains multiple records, a list of all records in the bubble is displayed on the left beneath the timeline. The currently selected record’s details are displayed on the right.
   Note: Your administrator can determine that bubbles containing only a single record are color-coded by info area. Example: All bubbles containing data from marketing-related info areas are displayed with a blue border.

   

6. Click on a bubble containing multiple records to display all the records in the bubble in the weekly view.