Contacts

Customize activities on a contact, company, deal, or ticket record timeline

Last updated: December 2, 2018

free

Customize the timeline on a contact, company, deal, or ticket record to display specific types of activities.

  • In the upper right of the timeline, click the Filter activity dropdown menu.
  • To include an activity type on the timeline, select the corresponding checkbox. Select the Select all checkbox to select all activity types.

Please note: filtered activities are set on an individual user basis, and will apply to all records for that object, but not to other objects. For example, filtering activities on a deal record timeline will apply the same filters to all other deal records, but will not affect contact, company, or ticket records.

Quickly filter between all timeline activity, notes, emails, calls, and tasks by clicking the tabs at the top of the timeline.

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