How To filter Timeline records
To filter timeline records in Client Communications Tab please see below:
The Filter functionality further streamlines users’ productivity by allowing users to further customise their experience by only viewing relevant information.
Filters are valuable for accessing information efficiently. Records and activity types can easily be filtered through using multiple options to quickly see what matters. The filter is available for the activities and notes that are present in timeline.
Legend:
Timeline Filter
icon is in the top right corner on the timeline.
The filter pane is displayed when the Filter
icon is selected.
Use the carats to expand or minimize selections.
Record and activity types are displayed in the filter pane. Record and activity types can be filtered by checking a box next to the item.
The Clear all filters
icon removes and clears all filter selections from the filter pane.
Filter icon display
When the Filter icon displays as transparent
, it means that the filter pane is empty and that no filters have been applied.
When the Filter icon displays as dark
, it means filters are applied.
Filter options
The following category and sub-category options are available on the filer menu:
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Need more help?
Ask your Practice Lead or Supervisor.
Ask the Help Desk (Log a helpdesk ticket)