The timeline is an automated log of all the activity recorded on each customer's file. It tracks everything that happens with a specific customer and their pianos. 


FROM THE WEB APP


Step 1: Click on a customer record.

Step 2: Locate the timeline in the bottom left-hand corner. 

Step 3: Filter the timeline or add a comment.

Step 4: Done.


FROM THE MOBILE APP

Step 1: Tap on a customer record.

Step 2: Scroll to the bottom of the "Client Details" screen.

Step 3: Filter the timeline or add a comment.

Step 4: Done.

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