Zoho FSM | 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 the changes done to the record of a Parent entity and to its Related records in chronological order. Changes from up to 180 days will be displayed. 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
For example, 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. For example, 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



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    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 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

                                                                                                      • Trips

                                                                                                        The details of trips can be accessed from the Trips menu under the Workforce tab. Trip details can be added for service appointments. Create Trips To create trips: Select Trips from the Workforce menu and click Create. Perform the following actions, ...
                                                                                                      • Dispatch Console Gantt

                                                                                                        Permission Required: Dispatch Console 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 agent or ...
                                                                                                      • Manage Service Appointments

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

                                                                                                        Use Webforms to create forms that can be embedded in your website. Using these, customers can enter and submit data to Zoho FSM. You can easily design and customize the form to suit your specific needs. Thus, webforms enable you to create a ...
                                                                                                      • Merge Records

                                                                                                        In Zoho FSM you can easily eliminate duplicate records. While syncing data with external systems (e.g. Zoho Invoice/Books), or importing external data, there are chances of duplicate records getting added to Zoho FSM. In this case, you might want to ...
                                                                                                        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