View account timelines across a hierarchy

Who can use this feature?

Use the Timeline on account profile to see history of account activity. If your company uses multi-level account and product hierarchies, you can view customer touches and engagements across all account types within the hierarchy.

Use hierarchy filters

The timeline has multiple filters that enable you to hone in on the most important information about an account quickly and easily. These filters include:

  • Current Account:  Display only events that are linked directly to the account that you are currently viewing.
  • All Accounts: Display all events across all accounts within a given account family.
  • All Parents:  Display all events from (1) the account that you are currently viewing and (2) all events from all accounts that are at higher levels of the hierarchy.
  • Direct Parents: Display all events from (1) the account that you are currently viewing and (2) all events from the parent account (defined by the parent_id attribute).
  • All Children:  Display all events from (1) the account that you are currently viewing and (2) all events from all accounts that are at lower levels of the hierarchy.
  • Direct Children: Display all events from (1) the account that you are currently viewing and (2) all events from all accounts that have the current account's ID in the parent_id attribute. 
  • Account Type: Select specific account types that you'd like to see timeline events for, regardless of their level in the hierarchy.
  • Products: Select specific products that you'd like to see timeline events for, regardless of their level in the hierarchy.

View hierarchy indicators in event headers

Unless you are looking only at the current account, in the header of every event, you will see the Account Type and the Parent Account of the account where the event was logged. This makes it easy to understand which hierarchy level a given engagement was logged. It is especially helpful when you have three or more levels in your account hierarchy. 

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The number of tasks returned in the timeline is limited to 2000. This limitation was put into place to help manage timeline performance.

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