Complete Timeline

Filters are added in Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger

July 16, 2018
Article
In VTiger, if you are trying to find out more details about a contact/organization/lead, you would have to click through all the related lists and review any tickets/opportunities one by one. However, with the Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger, you will be able to see all of it in a single glance. What it does is that it enables the user to see any communication (emails, calls, comments) as well as updates for a selected record. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization (emails, updates, comments) as well as any information related to organizations’ tickets/opportunities (or other related modules).   We have added filters in this extension so you can see the updates of a selected module separately from the main timeline. For example, when user clicks any

See Complete Record History In VTIger 7

May 10, 2018
Article
Record Timeline/Summary extension was designed to provide complete record visibility. On the timeline, the user can see any communication (emails, calls, comments) as well as record updates. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization(emails,updates,comments) as well as any information related to organizations’ tickets/opportunities (or any other modules). How to See Complete Record History Go to Menu >> Settings >> CRM Settings >> Extension Pack >> Complete Timeline. Select the Number of Fields to show and Number of Characters to show in the description. Then select the Modules.     Go to Organizations(Or any other select module) and open a record.     In Touch Points Tab you can see complete Time Line with date/Time and details. It shows complete Time Line from the date record is created.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.