Flowlens activity timeline
The activity timeline displays a record of all actions taken against an item (a sales lead, enquiry etc). The records are displayed in a chronological, timestamped, non-editable list in the 'Overview' section of any given item.
In the example below, various actions have been taken on an item, including company association, a contact details update, a related email and some marketing list preference updates.
The timeline provides traceability for items such as enquiries, sales leads, sales orders, invoices and any stock that is recorded or created on the application. Users can also maximise a line on the activity timeline by clicking on the line. This will give some more information, including the name of the user who made the recorded change.
In the expanded example below, a user has converted an enquiry to a sales lead.
Comments can be added to the timeline. To add a comment, select the green '+' button in the timeline/activity log, enter details and save.
The timeline/activity log displays at the foot of the 'Overview' sub-tab in the following areas:
- Sales Leads
- Sales Quotations
- Sales Orders
- Job Cards
- Purchase Orders
- Sales Invoices
- Purchase Invoices
- Sales Credit Notes
- Purchase Credit Notes
- Service Job Cards
- Service Quotations