User Guide
Introduction
Timeline Pro for Zoho CRM Records provides a centralized activity timeline that allows users to view the complete history of a CRM record in one place.
Instead of navigating through multiple tabs and related lists, users can view emails, calls, meetings, notes, tasks, attachments, field changes, workflow activities, custom functions, and system-generated events through a single chronological timeline.
This helps teams gain complete visibility into customer interactions, record updates, and automation activities.
Supported Modules
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.
Accessing Timeline Pro
After installing the extension:
- Open any supported CRM record.
- Scroll to the Timeline Pro section within the record.
- The timeline will automatically load and display all available activities associated with the record.
No additional setup is required for end users.
Understanding the Timeline View
Timeline Pro displays activities in chronological order, allowing users to easily follow the complete history of a record.
Each timeline entry includes:
- Activity type
- User who performed the action
- Date and time
- Activity source
- Detailed activity information
Activities are grouped and organized for easy navigation.
Activities Tracked
Timeline Pro automatically tracks and displays:
Emails
View email-related activities associated with the record, including sent and delivered emails.
Calls
Track logged phone calls and communication history.
Meetings
Review completed and scheduled meetings.
Notes
Access notes added by CRM users.
Tasks
Monitor completed, pending, and upcoming tasks.
Attachments
View uploaded documents, images, PDFs, and other files.
Field Changes
Track modifications made to CRM fields.
Workflow Activities
Monitor workflow-triggered updates and actions.
Custom Functions
View activities generated by Deluge scripts and custom functions.
CRM API Activities
Track updates made through integrations and external systems.
Viewing Field Changes
Timeline Pro provides detailed field-level auditing.
To review changes:
- Locate a timeline entry containing an update.
- Click "View Changes."
- Review:
- Field name
- Previous value
- Updated value
This allows users to understand exactly what was modified and when.
Using Search
To quickly find specific activities:
- Locate the Search bar at the top of the timeline.
- Enter keywords related to:
- Notes
- Emails
- Attachments
- Activities
- Users
- Matching timeline entries will be displayed.
Using Filters
Timeline Pro provides advanced filtering capabilities.
Filter by Activity Type
Filter timeline entries by:
- Notes
- Attachments
- Tasks
- Calls
- Meetings
- Emails
- Deluge Activities
Filter by User
Display activities performed by specific CRM users.
Filter by Time
View activities from:
- Any Time
- Recent Activities
- Specific Date Ranges
Filter by Source
Filter activities generated by:
- Workflow Rules
- CRM API
- Custom Functions
- Deluge Scripts
- Imports
- Assignment Rules
- Blueprints
- Macros
- Approval Processes
- Manual Updates
- CRM UI Actions
- Signals
- And more
Click "Apply Filters" to display filtered results.
Viewing Attachments
Timeline Pro tracks uploaded files associated with records.
To access attachments:
- Locate an attachment entry in the timeline.
- Click "Open."
- The file will open or download depending on your browser settings.
Supported file types include:
- PDF Documents
- Images
- Spreadsheets
- Word Documents
- Other CRM-supported file formats
Monitoring Automation Activities
Timeline Pro helps users understand CRM automation behavior.
Users can review:
- Workflow executions
- Deluge functions
- Custom function updates
- API-generated changes
- Scheduled automation activities
This is especially useful when troubleshooting automation issues.
Best Practices
For optimal use:
- Review timeline history before contacting customers.
- Use filters to quickly find relevant activities.
- Monitor workflow activity to validate automation processes.
- Check field history before making important record updates.
- Use attachment tracking to locate important documents faster.
Frequently Asked Questions
Q: What activities does Timeline Pro track?
Timeline Pro tracks emails, calls, meetings, notes, tasks, attachments, field changes, workflow actions, custom functions, and other CRM activities.
Q: Can I see who modified a record?
Yes. Timeline Pro displays the user responsible for each activity.
Q: Can I track workflow and automation actions?
Yes. Workflow executions, custom functions, Deluge activities, and automation-generated updates are displayed.
Q: Can I search timeline entries?
Yes. Use the search bar to locate specific activities quickly.
Q: Can I filter timeline activities?
Yes. Activities can be filtered by type, user, date range, and source.
Q: Does Timeline Pro modify CRM data?
No. Timeline Pro is a read-only activity tracking solution and does not modify CRM records.
Support
For technical assistance, feature requests, or troubleshooting:
Email: [email protected]
We are committed to helping you maximize visibility and productivity within Zoho CRM.