The Customer Timeline provides a complete history of all interactions with a customer. This includes:
Email Statuses
Delivered: The email was successfully sent.
Read: The customer opened the email.
Automated: Indicates the message was part of an automated chasing workflow.
Inbound: Indicates that the customer has responded to a email.
SMS
Outbound SMS reminders display invoice references and message content.
Inbound SMS replies from customers are also logged in the timeline.
Phone Calls
Both Inbound and Outbound calls can be logged.
Call notes provide context (e.g., “Called customer in regards to invoice INV-776”).
Key Benefits
Get full visibility of all customer interactions.
Ensure communications are always linked to the right invoices, credit notes, or payments.
Track both Manual and Automated chasing activity in one place.