Check timelines
Use the timeline to get chronological insights into your record history. The timeline provides quick access to information about tasks, communications, additional materials, and other linked Creatio objects in a single stream, giving you a comprehensive view of all interactions related to a record (Fig. 1). You can also open call and chat pages directly from timeline records with a single click.
The Timeline component is available by default in the following sections:
- Contacts
- Accounts
- Cases
The Timeline component can be added to other sections using the Freedom UI Designer. Learn more: Freedom UI Designer Elements Reference.
The timeline component displays linked records in chronological order. The following types of records appear in the timeline:
- Tasks
- Calls
- Emails
- Feed messages
- Files
- Links
- Contracts
- Documents
- Projects
In some sections, the timeline displays additional record types based on product and section specifics. For example, in banking products, you might see customer cases, invoices, and cards in the timeline.