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Using the Client Group Timeline
Using the Client Group Timeline

Learn how to use the Timeline in the Client Group dialog

Updated over a week ago

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.

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