Customer Timeline

This article will be looking at the customer timeline & all the features available there

Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

The customer timeline is a view of all interactions that have occurred on the customer account. This includes: payments, communications (Email/SMS/Calls), invoices, and credits raised.

Different communication statuses and the meanings

When sending the communication or looking through the customer timeline you will be able to see a history of the communications and those communications will have status.

Below are statuses for the different communication types:

  1. Email

    1. Read: The email you sent has been read

    2. Delivered: The email you sent has successfully been delivered

  2. SMS

    1. Delivered: The SMS you sent has successfully been delivered

  3. Phone Call

    1. Completed: A call that has been received or made is marked as completed

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