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.

Open the timeline of a relation

You can open the timeline of a relation in two ways:

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

Show or hide interactions from linked relations

At the top of the Interaction timeline, you will also find the Show interactions from linked relations toggle.

Turn on this option to also show interactions from linked relations, such as linked companies or contacts. Turn it off to show only the interactions of the relation you are viewing.

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.

The Collapse all button shows only the titles of the interactions. The Expand all button shows the titles and the full content.

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

Add new interactions to the timeline

On the left of the timeline screen, you will find buttons for adding new interactions, such as meeting reports, phone calls and notes. These buttons open a pop-up where you can enter the interaction details.

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

Add 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 a template is available, you can use it to create the interaction.
3. Add details: enter the date, title and description in the pop-up. You can use the 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: use tags to find interactions more easily.
   👉 You manage tags via Settings > Tags.
6. Register time: select the provided checkbox when adding the interaction. You can then enter the registration details in the available fields.
   💡 This allows you to immediately register the time spent on a customer conversation.
7. Save the interaction: click OK.

Share timeline information with the relation

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

Share one interaction

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

Download multiple interactions

To download multiple interactions in one PDF document:

1. Use the search filters at the top of the timeline to determine which interactions you want to download.
2. Click Export search results to PDF to combine the filtered interactions into one PDF document.
   

Create and track a to-do from an interaction

After creating an interaction, you can also quickly create a to-do. Click + Create new to-do at the bottom of the interaction. This option is available for every type of interaction.

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

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

Share timeline information with a colleague

You can also quickly share interactions with your colleagues:

• Share an interaction using the share button on the timeline.
• Copy a link to the interaction and paste it into an internal message or chat. Your colleague can then access the relevant information directly.

Add an interaction to the timeline from a registration

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

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