Contacts: Viewing the Timeline of a Contact¶
Timeline keeps a record of interactions with the contact.
This documented history begins with the contacts creation or importation and includes the interactions that follow from receiving an email campaign to registering for an event.
Click in the ribbon
Click **CRM*
Click Contacts
Click a contact
Confirm you are on the Timeline page
Click an interaction to expand more details
Click again to minimize
Click Note to leave a note in the contact’s timeline history
Choose a program
Write a note
Click Save