Timeline
6 articles
- 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.
- Copy Deep Link to an EmailCopy a direct link to any email from the Customer Hub timeline, or build one with workflow smart fields.