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Timeline

Applies to: 0.1.1-Phase1B · Permission:

Overview

Review a unified history of related CRM interactions.

Requirements

Access to the related CRM record.

Step-by-Step Instructions

  1. Open a contact
  2. Company
  3. Or related record and review the timeline for communication
  4. Activity
  5. Task
  6. Transaction history.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Use the timeline before contacting a customer so you understand recent activity.

Troubleshooting

If expected items are missing, confirm the action was saved to the same record.

Related Articles

  • Activities
  • Contacts
  • Communications Overview

Last Updated: July 7, 2026

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