Account Timeline

PreciseFP tracks and stores all activity performed in each account.

Updated over a week ago

 This information is shown in the timeline section of the account details. Each timeline entry displays the activity description, the author, and the date when it was performed. Some activities can be clicked to redirect you to more information. 

To access the timeline go to Accounts > All Accounts > Click on your client/prospect  The Timeline will appear in the account details panel on the left hand side.

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