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Using the Client Group Timeline

Learn how to use the Activity Timeline in the Client Group dialog

Updated over 4 months ago

To learn the basics of the Activity Timeline, view this article.

The Client Group Activity Timeline acts as a hub for any related information for a specific client group.

The timeline can be accessed via the "Activity Timeline" tab in the Client Group dialog.

The Client Group Activity 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.

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