24 Sep Understanding Timeline
Applicable accounts: ‘Regular’ Account ‘Enterprise’ Account
Timeline is a feature that track histories for Franchisees and Users. An example is:
For Users:
Whenever a user undertakes a major action it gets recorded in their timeline. This timeline can be viewed on their User record. This is useful to see how a particular user is utilising the system. Therefore you can use it to answer the question “what has the user John Doe done in the system?”.
For users the following actions are tracked by default:
- Appointments (calendar items)
- Tasks (general tasks)
- Opener Tasks (eg Store Opener)
- Notes
- Emails sent (from the FZM system)
- Topics and replys posted on the SoapBox forums
- Franchisee field visits
- Comments on Tasks, Store Opener Tasks, Project Tasks and Feedback Cases
- Enquiries & Opportunities
For Franchisees:
Whenever a user undertakes a major action on a franchisee record it gets recorded on the timeline of that franchisee. This timeline can be viewed on their Franchisee record.
For Franchisee records the following actions are tracked by default:
- Appointments (calendar items)
- Tasks (general tasks)
- Opener Tasks (eg Store Opener)
- Notes
- Emails sent (from the FZM system)
- Franchisee field visits
- Customer feedback received
Note that for a Franchisee timeline the entries relate to the Franchise record regardless of who created the entry. It is a history of things that have happened to the Franchisee record (not things the Franchisee has done in the system).
General Features of Timeline:
- it is ordered by create date descending by default
- it is colour coded according to the Department of the person who undertook the action eg Marketing is Green, Finance is Blue etc
- each timeline entry can be clicked through by double clicking or right clicking and choosing the View action
- each entry gives you a brief description of what the user did.