The timeline allows you to track events and activities of specific clients who require your attention, directly from the homepage.
You can show or hide the timeline using the icon to the right of your username on the top bar of the screen.
What client information is displayed in the timeline?
The timeline shows past events: follow-up actions and overdue due dates
Within the last 30 days
Within the last 7 days
As well as upcoming events: follow-up actions and upcoming due dates
Within 7 days
Within 15 days
Within 30 days
How to enable client tracking?
Simply go to the client’s profile you want to track and click on the flag displayed next to their name.
The flag turns red to indicate that the client is now being tracked.
The red flag is displayed next to the names of tracked clients on the homepage and on the "Who owes you what?" page.
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