Timeline is an option on the main menu bar (the black section at the top of the page). The options that appear on the menu are dependent on your position and the components you have.
Clicking on the ‘Timeline’ option will open the Timeline page.
If you are familiar with the SalesMaster software, you will recognise many familiar features in Timeline.
- Quick Search How to quickly find events by contact, type or notes.
- Saved Views After adding/removing columns, rearranging them (or the sort order) you can save the view you’ve created.
- Search Builder Quickly build a more complex search to find the Events you’re after.
- Column Chooser Add, re-order or remove columns from your list view.
Most space is devoted, as always, to what you most want to see. Your events are presented in a list view, sorted chronologically. Events are serrated into days to make it easier to see what you need to do at a glance.
Tip! Using Search Builder and Saved Views allows you to create tabs. We recommend one tab for ‘Today’, another for ‘This Week’ etc. Using our dynamic dates option in Search Builder means that the events shown in each tab vary dependent on today’s date.
Each Event holds more information than is shown on the default view on Timeline. You can access this additional information by double clicking on any event (i.e. a row in the main list view).
You can create a new event by using the ‘Add Event’ button at the top right of the screen next to the Options Bar.
Events allow you to: record what type of event it is (phone call, email, meeting etc.); specify who the event is with (an individual, or company, or both); specify a date/time (or set it as an all day event); assign the event to someone else; and add an attachment.