How to use timeline filters - Web

Modified on Wed, 26 Mar at 10:52 AM


1. Click on the Timeline tab to navigate to your Skynamo Timeline. Activities are displayed and the filters appear on the far right:



 

2. Specific time periods, such as today, this week, last week, this month and last month can be selected and the page will load activities for the selected timeframe. For custom date range select the From and To dates and click submit. 



 

3. Click on the Users drop down to view the list of users that can be selected. Once a user is selected the page loads with activities or visits associated with selected user. Multiple users can be selected. 



 

4. Click on the Activity Type drop down to view the different activities: Visits, Orders, Quotes, Tasks, Invoices, Forms, Credit requests, Emails, Travel claims, Customers added, Stocktake, Customer comments. Once an activity type is selected the page loads with the relevant activities. 



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