Timeline

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 the 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

Email

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

You can perform these tasks related to a timeline:

  • Open a Timeline view, by executing one of these steps:
  • View Timeline event details:
    • 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.