Timeline and comments

Next to the form of a contact, company, deal or task is the timeline. Newest first, it holds:

• comments from staff;
• field changes: who, when, from which value to which, custom fields included;
• events: a deal created, won or lost, a task set or done.

Deal events also appear in the contact's and company's timelines, so the customer's history is in one place. New entries appear without reloading.

Comments are written in Markdown: bold, lists, links. You can edit your own comment; the author or an administrator can delete it. An important comment can be pinned to the top if you can change the record itself.

Those who have already commented on a record, and the record's people (a task's assignee and author, the owner of a deal, contact or company), are notified of a new comment. The comment's author is not. Notifications are in the bell at the bottom of the menu.

Anyone who sees a record reads its timeline. Commenting needs a role or an access rule that allows it; whoever cannot comment does not see the comment box. Changes made through the API or the assistant are marked in the timeline with the token's name.