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.

There are 7 different types of update:

  • Activities
  • Tickets
  • Emails (including incoming, learn more about Mail Store)
  • Orders
  • Accounts
  • Statuses
  • Notes & Calls

Timeline2

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