Timeline

A Timeline shows the occurrence and duration of events, such as activities, history, tickets and opportunities over a period of time (past, present, and future).

The Timeline shows events in two scales, called bands. The lower band shows events in the year in which they occurred. The upper band shows a particular timeframe in greater detail, providing additional information about each event.

Use your mouse to scroll forward or backward through the Timeline. The timeframe that displays in the upper part of the view is highlighted in the lower part of the view with a lighter background color.

Timeline events display differently, depending on the type of event and how the event is associated with the record. The following table describes how each event type displays.

Timeline Event Type Sub-Type Description

Activities

Phone Call

Meeting

To-Do

Personal Activity

Ticket Activity

  • Activities associated with an opportunity display with the opportunity description in green text.
  • Activities associated with a ticket display with the ticket ID in red text.
  • Activities not associated with a ticket or opportunity display in blue text.
  • Open activities display in darker text.
History Letter

Fax

E-mail

  • History items display in purple text.
Opportunities
  • Opportunity description displays in green text.
  • Open opportunities display in darker green text.
  • A green line represents the length of time that the opportunity was or has been open.
Tickets
  • Ticket ID displays in red text.
  • Open tickets display in darker red text.
  • A red line represents the length of time that the ticket was or has been open.
Notes
  • Notes associated with a ticket display with the ticket ID in red text.
  • Notes not associated with a ticket display in purple text.

How Do I?

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.