Save views on a record's timeline

On a long-standing customer the timeline can hold thousands of entries. Scrolling for "what did the account manager say" does not work. Filter it instead, and keep the filters you use every day as tabs above the timeline.

Search and filter

Everything here searches the record's whole history, not just the entries already on screen.

• Type in Søk i hele tidslinjen to find entries containing every word you type, in any order.
• Open the filter button to build conditions with the same filter builder as the list pages (Filter a list): and/or groups, "is" and "is not", relative dates.

The fields you can filter on:

• Oppføringstype: notes, emails, calls, tickets and so on.
• Skrevet av: a person, or Meg for your own entries.
• Forfatterens rolle på posten: Eier, Sekundær eier, or either. This follows the record, so one view of "notes by the owner" works on every customer, whoever manages each one.
• Forfatterens team, Forfatterens stillingstittel and Forfatterens avdeling, when your workspace has them filled in.
• Tekst, Dato, Retning and, on customers, Post (the contact, deal or activity an entry sits on).

Keep a view as a tab

1. 1Set up the search and filters until the timeline shows what you want.
2. 2Click + at the end of the tabs, name the view and create it.
3. 3Open the view's menu and choose Del med arbeidsområdet if the whole team should have it. Until then only you see it.

Views are kept per kind of record: customers, deals and contacts each have their own. Alle is always there and shows everything.

A dot on the tab means the filters on screen differ from the saved view. Save them into the view, or just move on: unsaved changes are dropped when you leave the record, so a filter you forgot about never follows you to the next customer. The tab you last used is remembered.

Who can change a shared view

The person who made a view can rename, re-save, share or delete it. A view shared with the workspace can also be changed or deleted by an admin. Anyone else can use a shared view and save its filters as a new view of their own.

Pinned entries stay at the top whichever view is open (Pin something to the top of the timeline).