Help & Support
Overview
Timeline Pro for Zoho CRM Records provides a complete activity timeline for CRM records, allowing users to view emails, calls, meetings, notes, tasks, attachments, field changes, workflows, automation activities, and system updates from a single location.
The extension helps users quickly understand the history of a record without navigating through multiple CRM tabs and related lists.
Getting Started
Where can I find Timeline Pro?
After installation, open any supported CRM record. The Timeline Pro section will automatically display the complete activity history associated with that record.
Which CRM modules are supported?
Timeline Pro supports major Zoho CRM modules, including:
- Leads
- Contacts
- Accounts
- Deals
- Products
- Vendors
- Campaigns
- Quotes
- Sales Orders
- Purchase Orders
- Price Books
- Solutions
Additional modules may be supported depending on your CRM configuration.
Features & Usage
What information does Timeline Pro display?
Timeline Pro displays:
- Emails
- Calls
- Meetings
- Notes
- Tasks
- Attachments
- Field Changes
- Workflow Activities
- Custom Functions
- Deluge Activities
- API Updates
- CRM UI Updates
- Imports
- Assignment Rules
- Blueprint Actions
- Approval Processes
- Macros
- Signals
and other CRM-related activities.
How do I view record history?
- Open a CRM record.
- Navigate to the Timeline Pro section.
- Scroll through the timeline to review activities in chronological order.
Activities are automatically organized by date and time.
How do I view field changes?
Timeline Pro tracks field-level updates.
To review changes:
- Locate an update entry in the timeline.
- Open the activity details.
- Review:
- Field Name
- Previous Value
- New Value
- User
- Date and Time
This helps identify exactly what changed on a record.
How do I view attachment history?
Timeline Pro tracks uploaded files associated with CRM records.
To view an attachment:
- Locate the attachment entry in the timeline.
- Click the file name.
- Open or download the file.
Supported attachments include:
- PDFs
- Images
- Word Documents
- Excel Files
- Other CRM-supported file types
Can I track emails and calls?
Yes.
Timeline Pro displays:
- Email activities
- Call logs
- Meeting activities
- Communication history
This provides a complete interaction history for customers and prospects.
Can I see workflow and automation activities?
Yes.
Timeline Pro tracks automation generated by:
- Workflow Rules
- Deluge Scripts
- Custom Functions
- CRM API Integrations
- Imports
- Assignment Rules
- Approval Processes
- Macros
- Blueprint Actions
This makes it easier to understand automation behavior and troubleshoot issues.
Search & Filters
How do I search timeline entries?
Use the search bar located at the top of the timeline.
You can search by:
- Activity details
- Notes
- Email content
- User names
- File names
- Activity types
Matching results will be displayed automatically.
How do I filter activities?
Timeline Pro includes advanced filtering options.
Filter by Activity Type
Filter activities such as:
- Notes
- Calls
- Meetings
- Emails
- Tasks
- Attachments
- Deluge Activities
Filter by User
View activities performed by a specific CRM user.
Filter by Date
View activities within a selected time range.
Filter by Source
Filter by activity origin, including:
- CRM UI
- CRM API
- Workflow
- Custom Function
- Deluge
- Import
- Blueprint
- Assignment Rule
- Approval Process
- Macro
Frequently Asked Questions
Does Timeline Pro modify CRM records?
No.
Timeline Pro is a read-only activity tracking extension and does not modify CRM data.
Can users see activities they do not have access to?
No.
Timeline Pro respects Zoho CRM permissions and only displays activities users are authorized to access.
Can I see who changed a record?
Yes.
Timeline Pro displays the user responsible for each activity, update, or modification.
Does Timeline Pro support CRM automation tracking?
Yes.
The extension tracks workflow executions, custom functions, API updates, imports, and other automation activities.
Why can't I see some activities?
Possible reasons include:
- User permission restrictions
- No activities exist for the record
- Activity type is not available for that record
- CRM synchronization delay
Refreshing the page usually resolves temporary display issues.
Can I export timeline data?
Export capabilities depend on the current version of the extension and CRM permissions.
Please contact support for specific export requirements.
Troubleshooting
Timeline is not loading
Verify:
- You have access to the record.
- The extension is installed correctly.
- Internet connectivity is active.
- The record contains activities.
Refresh the page and try again.
Missing Activity Entries
Verify:
- Activities exist for the selected record.
- User permissions allow activity visibility.
- CRM workflows executed successfully.
Workflow Activities Not Appearing
Check:
- Workflow configuration
- Deluge function execution
- API integration logs
- CRM automation settings
Best Practices
To get the most value from Timeline Pro:
- Review record history before contacting customers.
- Use filters to locate important activities quickly.
- Monitor automation activity regularly.
- Review field changes when investigating record updates.
- Use search to find historical communications faster.