The Activity timeline is a really powerful feature within FreeAgent CRM. It allows you to visualize any current or past activities for all the records in your different apps, meaning your contacts, organizations, opportunities, or any custom ones you have created.
Here you can see any sent or received emails, phone calls placed to any contact, notes, or mentions to your team members as well as attachments.
Edition Qualifier: The filter feature is available in all FreeAgent Editions.
User Permissions: This feature is available for all users in FreeAgent CRM.
In this tutorial we will review everything that you need to know about the Activity Timeline, including some of its most powerful features:
Perform most common tasks right in the Timeline
Send email, make calls, schedule meetings, or add a task all within the timeline.
You can upload any file of the admitted formats mentioned below to your Apps. To do so, click on the desired app and select the entry for which you want to upload a file. On the Activity timeline, click the 'Action' button to display the available options and then click 'Add attachment'.
The admitted formats for files include pdf, csv, zip, Microsoft Office suite, Apple iWork. For Images, the supported formats are jpg, png, gif. The file size can be up to 10MB.
Click on it. This will open your computer's file manager. Browse your files and select the one you want to upload and click 'Open'. Wait a few seconds for the upload process to conclude. As soon as it is done, a Success message will appear on the top right corner and the attachment will be visible in the activity section.
You can delete activities across your different apps, whether they are notes, emails, attachments.
IMPORTANT: This process cannot be undone. Verify before deleting the Activity, as it will be removed for everyone.
The option to delete activities is available for all apps that include the 'Activity Timeline'. To delete an activity, go to the desired app and in the 'Activity' section, hover over any of the 'Activities' with your mouse to display the 3 dots icon on the top right corner of the activity card. Hover over the 3 dots to show the available options. There click 'Delete Item'.
Confirmation is required. Once you do, the selected activity will be deleted from the Activity timeline and will no longer be available for anyone in your team.
There are some cases where the 'Delete Item' option will not be available for an activity.
When you delete an activity that has been shared from other Apps following the steps described above, you will be deleting the source activity, meaning it will be deleted from all over. If you only need to delete a single shared activity, please visit the Delete Shared Activities section of this tutorial.
It is possible to apply filters in your Activity Timeline, to view only those entries that you are interested in. You can select just one or more types of activities in your filters, by clicking the filter icon available on the right-hand side of the Activity section right next to the search icon.
You will know if one or more activity types were added to the filter thanks to the small badge that will show the total selected.
Filters in the Activity Timeline allow you to easily visualize the different types of activities in each of your records.
New Features in Timeline
You are no longer limited to just activities. You can create custom events and dictate exactly what events and information show in your Timeline.
You can also edit these events once they are in the Timeline to keep your team updated on any record in any App. Get started here: Timeline Events for Hazel.