The Timeline is a chronological arrangement of the activities and events for all users and customers linked to your company. This graphical representation, displayed in descending order, is a great tool to get a quick overview of recent sales activity and customer engagement.
The Timeline view defaults to all activities and events this month, with yesterday's activities visible and the remainder collapsed into the following time periods: Earlier this week, Last Week, 2 weeks ago and Earlier this month. These can be expanded and collapsed as needed for clear and manageable viewing.
Timeline filters
The Timeline can be filtered by date, users and activity type. A number of periods are available for selection as well as a custom date range option is offered. The users listed are all your active users on Skynamo and the activity types displayed on the timeline are visits, orders, quotes, tasks, invoices, forms, credit requests, emails, travel claims, customers added, stocktake and customer comments. How to use timeline filters will guide you through these steps. These filters assist managers and team leads to track individual performance as well as gain insights into specific actions taken by the team.
Quick navigation
From the Timeline, you can easily navigate to view different documents like forms, quotes and orders by clicking on the document reference in blue text. This is useful when resending a quote/order email. By hovering over these links to documents and items like comments and travel claims, a preview of the content is displayed. Customers are also shown in blue text links, allowing for easy navigation to their profile.
Logging activities
Logging activities can be done directly from the timeline. Here you are able navigate to filling in forms, creating new sales documents like orders, quotes or credit requests as well as sending emails to the timeline. See How to add activities to your timeline to do this.
Please note: Visits cannot be logged directly on the web interface timeline. Visit logging is designed to be done through the App on a mobile device, which is optimised for real-time tracking and location-based data.
Order and Quote status
If there is advanced integration with an ERP in place, where orders, quotes and credit-requests can be placed on Skynamo and integrated back to the ERP, the Timeline will display the status of these. This makes it possible for users to know the status in the ERP system and take any action if required.
There are 3 possible statuses:
Logged: Indicates the quote/order/credit-request has successfully been received by the ERP.
Failed: Indicates the quote/order/credit-request has not been received by the ERP.
N/A: Not Applicable if a customer does not make use of Order integration and is only displayed on Reports.
See below for how these statuses are displayed on timeline:
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