Timeline Tab Details

Overview: Timeline

The Timeline is a powerful tool that can be used to review the history of a customer who has an existing account within the system.  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.

Helpful Hints: 

• The initials on the left side indicate who made the entry on the Timeline. Select the initials to see the name of the user.

How to: View Timeline

When selecting the Timeline tab, all comments, communication, and activities are visible with the most recent at the top of the list.

How to: Add New Note

1. From the timeline, click add Add New Note, type the note, and then either select enter on your keyboard or select the icon on the far right of the screen

2. If you want to raise the importance of your entry, click the exclamation point icon

3. To set permissions on your note, click the permissions icon

4. Once you have entered a note, you are able to Delete, Edit, or Reply.  You can only delete or edit your own notes.

How to: Search the Timeline

1.The search criteria allow you to filter what entries you can see on the Timeline.

Detail Level: 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.

Privilege: Narrow your search based on security privileges

Include Expired: Define if you would like to see expired communication

Only Important: Narrow your search to only include communications flagged as important

Only Notes: Narrow your search to internal notes only

Areas: To only see specific areas and filter out the rest, select from the list; Communication, Registration, Medical, Other

Organization: Narrow your search to a specific Organization

2. Once your criteria are selected, click Search

How to: Add Communication

1. On Individual accounts, you can add Communication entries to the Timeline. This is helpful when tracking phone calls, emails, or text messages with individuals who are associated with your organization.

1. Click Add Communication

2. Fill out the fields for the Communication entry and then select Save