Use the timeline to get chronological insights into your customer history. The Timeline tab (Fig. 1) provides quick access to information about tasks, communications, additional materials, and other linked objects in Creatio.
This tab is available by default in the following sections:
The timeline displays linked records in chronological order. The following types of records are displayed on the timeline:
- feed messages
In some sections, the timeline displays additional types of records. The timeline content is determined by the Creatio product and section specifics. For example, in bank products, the history of the customer's cases, invoices, and cards is also displayed in the timeline.
– apply filter by date
– apply filter by record type
The records on the Timeline tab are displayed as a list. Click a record title or the button to open the connected record.
Depending on the text volume, the list records may be displayed in a “collapsed” view mode. You can expand a collapsed record by clicking the Show more button.
The timeline records are grouped by months. By default, newer records are displayed first. You can sort records by date in ascending or descending order using the Date or the Date buttons.
Filter the timeline
The following quick filters are available in the timeline:
by linked object type
The number over the pipeline icon indicates the number of timeline record types currently selected. (Fig. 2).
Search the timeline
Use the search string on the Timeline tab to find timeline records quickly. The search string looks up for feed messages and email texts (Fig. 3).
Refreshing or closing the page will reset the timeline search.