Interactions timeline: overview and usage

The Interaction timeline gives you a clear overview of all interactions between you, your colleagues and a relation. Notes, meeting reports, phone calls and emails are grouped in one central place.

This gives you quick access to important information, without having to search through different applications. It helps your team work together efficiently and stay well prepared for every customer contact.

Viewing the timeline of a relation

You can open the timeline of a relation in two ways, always from the context of a specific relation:

• Via the relation overview (Relation files > Relations): click the timeline button to directly open the timeline of the relation.
  
• Via the relation file: in the ribbon at the top of the relation file, click the date of the last contact to automatically go to the timeline.
  

What can you find in the timeline?

The timeline clearly shows different types of interactions:

• Notes
• Meeting reports
• Phone calls
• Emails:
  • Emails sent from AdminPulse to the relation, except invoices.
  • Emails uploaded in the DMS (Document Management System) and linked to the relation.
  • Incoming emails in your AdminPulse inbox, also known as MagicMail.
  • Synchronized emails, for example via a Microsoft 365 or Gmail integration.
• Interactions of linked relations, optionally via a filter.

Expand and collapse interaction content

In the timeline, you can choose how much content you want to see immediately. This is especially useful when the timeline contains several long interactions or detailed reports.

With the Collapse all button, you only show the titles of the interactions. With the Expand all button, you show both the title and the full content.

You can also expand or collapse one specific interaction via the icon next to that interaction. This allows you to quickly view the content of one note, email, phone call or meeting report without expanding all interactions.

Adding new interactions to the timeline

On the left side of the timeline screen, you can find buttons to easily add new interactions, such as meeting reports, phone calls and notes. These buttons open a pop-up where you can enter detailed information.

Each interaction is linked to a date and must contain at least a title or description.

Steps for adding a new interaction

1. Choose an interaction type: click New meeting report, New phone call or New note on the left. This opens a pop-up where you can enter further details.
2. Use a template: if available, you can use a template to create the interaction.
3. Add details: in the pop-up, fill in the date, title and description. You can use markdown options for rich text formatting.
4. Add attachments: drag and drop documents into the indicated area, use browse to select files from your computer or choose an existing document in AdminPulse.
5. Assign tags: assign tags for a better overview.
   👉 Tags help you quickly find specific information. You manage them via Settings > Tags.
6. Time registration: when adding interactions, you can choose to register time. Select the provided checkbox. You can then fill in the registration details in the available fields.
   💡 This is useful for tracking the time you spend on customer conversations.
7. Save: click OK to save the interaction.

Sharing timeline information with the relation

You can share interactions with a relation directly from the timeline.

Sharing one interaction

You can download a specific interaction or report as a PDF, or send it directly to the relation by email. The details of the interaction are then added to the message as a PDF attachment.

Sharing multiple interactions

If you want to share multiple interactions, follow these steps:

1. Use the search filters at the top of the timeline to select the interactions you want to download.
2. Click Export search results to PDF to gather the selected interactions into one PDF document.
   

Create and track a to-do from an interaction

Once you have created an interaction, you can also quickly create a to-do. To do this, click + Create new to-do at the bottom of the interaction. The option + Create new to-do is available for every type of interaction.

The created to-do is then shown under the corresponding interaction:

In the Interaction timeline screen, you can also find all open to-dos for this relation on the left.

Sharing timeline information with a colleague

Besides sharing with relations, you can also quickly and easily share interactions with your colleagues.

• Each interaction on the timeline can be shared via the share button.
• You can also copy a link to the interaction and paste it in an internal message or chat, so your colleague can directly access the right information.

Adding an interaction to the timeline from a registration

When creating a registration, you can also immediately add an interaction under Communication report. Choose between a note, meeting report or phone call. The interaction then automatically appears on the timeline of the relation.

As with manually added interactions, you must enter at least a title or description. If needed, you can also add attachments.