Contact timelines

The contact timeline keeps a chronological history of activity related to the customer or supplier.

The timeline can be seen at an individual contact level and a company level. The company level will show all activity from all contacts at the company. To view the timeline at a company level open an individual and click on the company name.

A range of information can be shown on the timeline:

  • Tickets
  • Emails (including copied email from your own systems via the Mail Store app)
  • Orders
  • Accounting transactions
  • Status changes
  • Notes & Calls

Timeline2

The timeline is where you'll be working most with a contact as you develop and manage the relationship.

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