To learn the basics of the Timeline, view this article.
The Client Group Timeline acts as a hub for any related information for a specific client group.
The Timeline can be accessed via the "Timeline" tab in the Client Group dialog.
The Client Group Timeline will display the following items:
Notes (including client notes)
Files
Activity Logs
Communication Logs
Past Appointments of any clients in this group
Reports of any clients in this group
Invoices of any clients in this group
Quotations of any clients in this group
As with any Timeline, you can use the sidebar to filter the results or hide collated entries.