Timeline

Timeline

The Timeline in a record captures the updates done to that record and its related records. With this you can see the history of activities associated with an entity (Contacts, Companies, etc).

The timeline of the Parent entity's record will display chronologically the changes done to the record of a Parent entity and to its Related records. A timeline can be viewed in the following Parent entity's records (refer to the table below).

Parent Entity
Related Entities
Contacts
  Companies
Companies
  Contacts
Assets
  Contacts, Companies
Requests
  Contacts, Companies, Assets, Estimates, Work Orders
Estimates
  Contacts, Companies, Assets, Requests, Work Orders
Work Orders
  Contacts, Companies, Assets, Requests, Estimates
Service Appointments
  Contacts, Companies, Assets, Requests, Work Orders
Services And Parts
   - 

When you make changes to a Parent entity's record, the following happens:
  1. The change is recorded in the timeline of the Parent entity record
  2. The change is recorded in the timeline of the related entity records
E.g., when Asset details are updated, the timeline in the Assets (Parent) module as well as its related module, Contacts get updated with the change.
Assets module

Contacts module

Activities Recorded

The timeline of a record will be updated when the following changes occur:

Record Updates

A record is created, edited, or deleted. Edits considered also include updates to Currency information, Tax information, and Custom fields.




Status Change

Change in the Status of an entity. E.g. The Status of a work order changes from New to Scheduled Appointment.


Adding Notes

Notes are added to a record.


Invoice Updates

When an invoice is created for a service appointment and any subsequent changes to the invoice.


Service Appointment Updates

The timeline will record the following changes related to a service appointment:
  1. Service report: When a service report is created for a service appointment or subsequently updated. Click on the name of the service report to view the report.



  2. Time sheet: When a time sheet is created for a service appointment or when it is updated. Click on the name of the time sheet to view the time sheet entry.



  3. Trip: When a trip is initiated for a service appointment or when the trip details are updated. Click on the name of the trip to view the details of the trip.


Workflow Function Trigger Updates

When the function defined for a module is triggered through a workflow.


Filters

The activities captured in the timeline can be filtered based on two criteria:
  1. Show updates related to the module alone or include updates of related records too



  2. Show entries in the timeline based on the selected time range



    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       
                      Secure your business
                      communication with Zoho Mail


                      Mail on the move with
                      Zoho Mail mobile application

                        Stay on top of your schedule
                        at all times


                        Carry your calendar with you
                        Anytime, anywhere




                                Zoho Sign Resources

                                  Sign, Paperless!

                                  Sign and send business documents on the go!

                                  Get Started Now


                                      Zoho SalesIQ Resources



                                          Zoho TeamInbox Resources



                                                  Zoho DataPrep Resources



                                                    Zoho DataPrep Demo

                                                    Get a personalized demo or POC

                                                    REGISTER NOW


                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now











                                                                            • Related Articles

                                                                            • Dispatch Console Gantt

                                                                              The Gantt view shows the service appointments in a timeline. To see the Gantt view, navigate to the Dispatch Console module and click the Gantt tab. All the scheduled service appointments for a field technician or crew will be shown in its row in the ...
                                                                            • Editions and Pricing

                                                                              The details of the various FSM editions and their pricing details are mentioned below. Features Free Standard Fixed Base Price Free $30.00 / month  $25.00 / month Billed Annually Number of Appointments 30 60 Charges for additional appointments will ...
                                                                            • Manage Service Appointments

                                                                              Scheduling Service Appointments All the service appointments in the Dispatch Console are initially scheduled by assigning them to a field technician or crew. Appointments can be scheduled from the Work Order Details page, as mentioned here. This can ...
                                                                            • Work Orders

                                                                              Create Work Orders  A  work order is a record created for executing a contact service request. A Work Order can be created in one of the following ways: From Requests: Use the Convert to Work Order option to create a work order for a request. This ...
                                                                            Wherever you are is as good as
                                                                            your workplace

                                                                              Resources

                                                                              Videos

                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                              eBooks

                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                              Webinars

                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                              CRM Tips

                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                Zoho Show Resources