The relation timeline offers a clear and efficient overview of all interactions between you, your colleagues, and a relation. Everything is gathered in one central location, whether it’s notes, meeting minutes or reports, phone calls, or emails. This ensures you always have quick access to essential information without needing to search through multiple applications. This streamlined approach not only improves collaboration within your team but also makes sure you are well-prepared for every customer contact.
Viewing the relation timeline
You can access a relations timeline in two ways:
- Via the relation overview (Relation files > Relations): Click on the timeline button to directly access the timeline
- Via the relation file: Click on the date of the last contact to automatically navigate to the timeline
What can you find in the timeline?
The timeline clearly shows different types of interactions:
- Notes
- Meeting minutes/reports
- Phone calls
- Emails:
- Emails sent from AdminPulse to the relation (except invoices)
- Emails uploaded and linked to the relation in the DMS (Document Management System) section
- Incoming emails in your AdminPulse inbox (also known as "MagicMail")
Adding new interactions to the timeline
With the buttons on the left side of the screen, you can add new interactions such as meeting minutes/reports or notes. Each interaction is linked to a date and must include at least a title or description.
When adding a new interaction, for example, a phone call, you also have the option to register time. This is useful if you want to track how much time you are spending in customer conversations.
To keep the interactions organized, you can assign tags. Labels help you quickly find specific information. An overview of all defined labels is available via Settings > Tags.
Sharing timeline information with the relation
Sharing interactions with a relation is easy, directly from the timeline.
Sharing a single interaction
You can download a specific interaction or meeting record as a PDF or email it directly to the relation. The details of the interaction will be added as an attached PDF to the message.
Sharing multiple interactions
If you want to share multiple interactions, follow these steps:
- Use the search filters at the top of the timeline to select the interactions you want to download
- Click on 'Export search results to PDF' to gather the selected interactions into a single PDF document.
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 minutes, or a phone call, and it will automatically appear on the timeline for the relation.
As with manually added interactions, you must include at least a title or description. If needed, you can also attach files.