Timelines in Zoho FSM
Summary
The Timeline in a record captures the updates done to that record and its related records. With this you can see the history of activities associated with an entity (contacts, companies, etc).
The timeline of the Parent entity’s record will display the changes done to the record of a Parent entity and to its Related records in chronological order. Changes from up to 180 days will be displayed. A timeline can be viewed in the following Parent entity’s records (refer to the table below).
|
Parents Entity
|
Related Entity
|
|---|---|
|
Contacts |
Companies |
|
Companies |
Contacts |
|
Assets |
Contacts, Companies |
|
Requests |
Contacts, Companies, Assets, Estimates, Work Orders
|
|
Estimates |
Contacts, Companies, Assets, Requests, Work Orders |
|
Work Orders |
Contacts, Companies, Assets, Requests, Estimates |
|
Service Appointments |
Contacts, Companies, Assets, Requests, Work Orders |
|
Services and Parts |
- |
When you make changes to a Parent entity’s record, the following happens:
- The change is recorded in the timeline of the Parent entity record
- The change is recorded in the timeline of the related entity records
For example, when asset details are updated, the timeline in the Assets (Parent) module as well as its related module, Contacts get updated with the change.
