The Timeline is a powerful tool that can be used to review the history in a wide variety of contexts in CT6. Each entry on the Timeline represents a different activity such as when an Automated Email was sent, a payment entered, a discount applied or notes were added.
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To access the Timeline, select the icon from one of the following:
- Medical Complaint
The Criteria allows you to filter what entries that you can see on the Timeline.
There are three levels of detail [less, more or all] that you can select by using the slider.
To see specific entries that are included in each Detail Level, select the icon.
To only see specific areas and filter out the rest, select from the list.
On Family accounts, there is an option to Show for all members, that allows you to see entries from individuals accounts on the Family level.
There are various ways to interact with Timeline entries.
At the top of the Timeline, you can filter entries by typing in the box.
The initials on the left side indicate who made the entry on the Timeline. Select the initials to see the name of the user.
On the right hand side, you can see how long ago the entry was made. Select the time to see a specific time and date.
Below the filter is the option to add a note to the Timeline. Type the note and then either select enter on your keyboard to post or select the icon.
Once you have entered a note, you are able to delete, edit or reply. You can only delete or edit your own notes.
You can also add a note to a specific entry if needed. Select the icon to add a note.
Quick Tip - Any notes that are added in CT5, will show in the Timeline in CT6.
Notes can be assigned to Departments to limit who can view them. Here are the three steps to configure:
- Create Departments
- Assign Departments to Users
- Set Department on Note
- Go to Config > HR > Departments.
- Select Add Department.
- Enter a Name and then select Save.
Assign Departments to Users
- Look up a user and then go to Security > Privileges.
- Search for Departments and then select the thumbs up icon to assign the Department to the user.
Set Department on Note
By default, Notes are set to Everyone which means all users can view. If you want to set a note to only be visible by specific departments, follow the steps below.
- Go to a Customer > Timeline.
- Select the security icon next to the note and select a Department.
- Filter Notes that have Departments by using the Privilege filter under Criteria.
On Individual accounts, you can add Communication entries to the Timeline. This is helpful when tracking phone call, emails or text messages with individuals who are associated with your organization.
- To add a Communication entry to the Timeline, go to an Individual account and select Actions > Add Communication.
- Fill out the fields for the Communication entry and then select Save.
- Date / Time - Automatically set to current date and time. Update as needed.
- Method - Select from Telephone, Text, Mail, Email, In Person, Left Message.
- Campaign Appeal - Optional field to track Donation appeal.
- Subject - Add a subject line for the Communication.
- Content - Add content to track the conversation.
- To view the details of the Communication entry at a later time, select the icon.
- For Communication entries like Automated, Scheduled or Mass emails, you can see the content of the email that was sent.
- Select Resend Email to send the email again.
Send a Message
Communication between you and your customers is important and being able to track those even more so. Being able to quickly send a message from the Timeline allows you to accomplish both of these goals at the same time.
- Select Send Message in the lower right hand corner.
- Fill out the fields for the message and then select Send.
- To - Email Address of the Individual. Update if needed.
- From -Email Address of the CircuiTree user. Update if needed.
- CC/BCC - Click to add a CC or BCC for the message. Include multiple recipients by separating the emails with a comma.
- Subject - Enter a subject for the message.
- Message - Type the message to the Individual.
- Signature - Enter your signature once and it will be saved for successive messages.
- The message is added to the Timeline as an entry.
Quick Tip - If sending from a Family or Group account, the To field populates a list of email addresses of Admins on the account.
The Allow User to Send Entity Messages Security Privileges is used to control who is able to send a message from the Timeline.