Timeline
The Timeline displays events in two scales, called bands. The lower band displays events in the year in which they occurred. The upper band displays a particular timeframe in greater detail, providing additional information about each event.
Use the mouse to scroll forward or backward through the Timeline. The time frame 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, based 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 |
|
You can perform these tasks related to a timeline:
- Access
a Timeline view, by
perfoming
one of these steps:
- Click the Ticket Timeline tab on the Ticket detail view. If the tab is not visible, click . See Using the Ticket detail view
- Click the Account Timeline tab on the Account detail view. If the tab is not visible, click . See Using the Account detail view
- View Timeline event details:
- Click an event on
the Timeline.
Detailed information about the event displays in a separate window. To view an event, you can click the description information at the top of the window.
- Click an event on
the Timeline.