RE: Retroactively add site visits/sales calls
Hi NateK,
You can click the previous phone call you want to add to the timeline, and populate the account you want in the Regarding field:
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Then the previous phone call will appear in the timeline of the specified account:
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Because it's not clear whether the "with a date" here refers to the time the previous phone call was created or the time it was put into the timeline, I have two solutions to solve this problem.
1.If it is the time to put in the timeline:
When you add the previous phone call to the account's timeline, the displayed time defaults to the time added to the timeline.
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2.If it means to display the time when the previous call was created, you can refer following steps to customize it:
Step 1: Add the 'Created On' field to the card form “Header” of the phone call, and save and publish.
(Notice: You can have up to six fields in the Header section, only the first two fields will be seen on the timeline record.)
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Step 2: Edit the Account form that has the Timeline control on it.
Step 3: Change the Activities Display as per screenshot below, selecting the Phone Call Card form that you edit.
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Step 4: Publish and check the timeline:
Even if the phone call was created earlier than the account, it also can be added.
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