Zoho FSM | Timeline

Timeline

 Available in Editions: All Editions

The Timeline of a record gives you a chronological history of the updates done to the record. It lists every change made to the record itself, along with any updates in other module's records that relate to it. For example, a Contact record's timeline lists every edit made to that contact, plus related activity in modules such as Companies, Assets, Work Orders, etc. The timeline shows changes from the last 180 days. You can apply filters to narrow the timeline down to only the details you need.

When you make a change to a record:

  1. The full change is recorded in that record's timeline.
  2. The timelines of its associated records show a note that the record was updated.
For example, when contact details are updated, the timeline in the Contact record lists the change and in its associated Company record, it will be indicated that the contact record was updated.
Contacts module

Companies 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 the following criteria:
  1. Show all the updates



  2. Show updates done only to the record



  3. Show updates done only to the service and parts line items. You can select the line item for which you want to see the changes.



  4. Show only the updates of records that relate to it



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