Timeline
9 articles
- Understanding Timeline References (Invoices, Credit Notes, Payments & Attachments)Learn what invoices, credit notes, payments, and attachments mean in your customer timeline.
- Categorize a noteTag a note with a business category, shared with your task categories, so customer activity can be grouped by what it was about.
- Restrict note editing to the person who wrote itLimit who can amend a note, so only its author plus your admins can change what was recorded.
- Set a maximum note lengthCap how long a note can be, so an oversized note is caught while it is being written rather than failing later.
- Customer TimelineLearn how to track all customer interactions, invoices, payments, and communications in one place.
- How to Export a Customer TimelineLearn how to export a customer’s timeline to PDF for reporting or sharing.
- Reassign Timeline EventsLearn how to reassign inbound timeline events such as emails or SMS messages to another customer.
- Set the Parent of a Customer GroupDecide who is the ultimate parent of a Customer Group, useful for your workflows.
- Copy Deep Link to an EmailCopy a direct link to any email from the Customer Hub timeline, or build one with workflow smart fields.