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 |
|
History | Letter Fax |
|
Opportunities |
|
|
Tickets |
|
|
Notes |
|
- On the Ticket Detail view, click the Ticket Timeline tab or on the Account Detail view , click Account Timeline.If the tab is not visible, click the More Tabs tab.
- Click an event on the Timeline.
Detailed information about the event displays in a separate window. To open an event, click the description information at the top of the window.