Timeline
Understanding Timeline References (Invoices, Credit Notes, Payments & Attachments)Learn what invoices, credit notes, payments, and attachments mean in your customer timeline.
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.