Invoices don’t appear in the timeline for a contact. Is this expected? Thanks.
What are you trying to do in contact module? Are you uploading invoice in it?
the timeline shows items associated with the Contact. I don’t see invoices and thought it would be a good addition. Here is an example of what I was hoping to see. Maybe I’m missing something so I wanted to ask.
Hello Paul,
it seems, as if there is a limited amount of data record types that are displayed in the timeline.
Usually it’s more related to activities / communication.
Bugs, Cases etc. don’t appear in the timeline as well, whereas cases could be part of the communication.
I guess at the end there are multiple options:
- Custom coding - you’d simply add your logic there
- Propose your requirement as a sugestion (a better version: Have a config panel where it’s possible to configure, which module is visible in which others module timeline - similar to the subpanels in the studio)
- Create a workflow: Everytime you create an invoice, create a note for that contact as well with the subject “Invoice blah blah” - then you’ll see the note in the timeline
Thank you so much for those ideas.