RapidStart CRM – Using the Timeline History

Most records in RapidStart CRM have a Timeline History Tab, and it works the same on all record types. The Timeline is where you add various Activities to the records, providing you with a complete history of your interactions.

In the example Timeline below, you can see where a few activities have been added previously.

(1) Access the Timeline from the Timeline History Tab on a Record.
(2) List of timeline activities. These could be entered manually but may also have been created from Outlook Synchronization. See the Outlook Topic.
(3) Search the entire Timeline.
(4) Over time, there could be quite a few activity records; this area lets you filter what is shown.

New Activities

You can add Notes (with attachments), Appointments, Emails, Phone Calls, and Tasks to any record.

(1) Select the “+” to add an Activity.
(2) Select the type of Activity, and a new window will open.