The TIMELINE tab provides information related to the chronological order in which the related activities are created for an account.
The following are some of the features of the TIMELINE section:
- Searching activities: The service representative can click the search button to search the activities regarding the account:
- Filtering activities by date or type: The service representative can also filter the activities by date or type, such as Note, Activity, or Auto Post. The following is the screenshot for the same:
Once the ...