TimeLine Viewer. SugarCRM Add-On for an Enhanced 360° View
Save Your Time by Keeping Track of Key Business Events
TimeLine Viewer helps you significantly reduce the time spent manually sifting through modules, reports, records and subpanels. It gives you the insight into the goings-on of your business by tracking events, which you consider key, and putting them at your fingertips via special TimeLine views.
Make your work more convenient and efficient:
- Save your time
- Adjust TimeLine Viewer to your unique style and needs
TimeLine Viewer Features
- Key Business Events at Your Fingertips
- Bird’s Eye View to Close-Up in an Instant
- All Information in One Place
- Big Picture at a Glance
- Stylish Look and Comprehensive Content
- Fully Custom Events
- Vast Library of Pre-Made Events
- Flexible Filtering of Your Timeline
- Communication and Collaboration
Key Business Events at Your Fingertips
What constitutes a business event is unique for each and every organization. Instead of promising you a one-size-fits-all timeline of events, which wouldn’t in actuality be an ideal fit for any business, TimeLine Viewer gives you the tools to decide what events are significant for your company. You can instantly react to key business events, since in just one click you can get an idea of what has (or hasn’t) happened recently with any relevant entity or aspect of your business.
Bird’s Eye View to Close-Up in an Instant
You can cast your net as wide as possible and get an overview of everything that’s happening, then drill down and focus on events, pertaining to a particular contract, account or any other record you feel needs closer inspection. This is possible thanks to TimeLine Viewer both providing a dashlet, which aggregates all events, and being available in one click from a module’s list view or even a specific record’s detail view.
All Information in One Place
With TimeLine Viewer you not only know if and when an event occurred – you also know why and how, because each event has context. Was an email received from the customer? You can read the entire email chain directly in TimeLine Viewer – no need to dig through old emails.
Big Picture at a Glance
Need a big picture? TimeLine Viewer data can be used in Sugar reports both to summarize all of the notable goings-on in the sphere, which you’re interested in, and to analyze in-depth any particular facet of the timeline.
Stylish Look and Comprehensive Content
Make your timeline both pretty and informative by providing custom icons and custom message templates for your events. You can unleash your creativity and customize everything about how your event looks and what it contains thanks to TimeLine Viewer’s support for HTML in message templates.
Fully Custom Events
You can (and probably will) create your own events, tailored for your business. Harness the power of Logic Builder, to specify any conditions, no matter how complex, for when your event should arise. Don’t forget the importance of context: you can attach any data you wish the users to see when they open your event’s details.
Vast Library of Pre-Made Events
Even though you can implement any event you want with Logic Builder, you often won’t need to, because we’ve come up with a ton of premade events, which you can start using immediately after installing TimeLine Viewer, out of the box. Unless, of course, you like Logic Builder so much, you want to implement everything yourself, which would be completely understandable.
Flexible Filtering of Your Timeline
Use familiar Sugar filters with TimeLine Viewer to narrow down the list of records and get a slice, containing only events, related to the filtered records, then filter the events themselves by a variety of factors to have your data finely diced to your precise preferences. It slices and dices!
Communication and Collaboration
Found that a concerning event has occurred and want to ask someone to look into it? Just leave a comment in this event’s feed and mention the @person, who you think should check it out. They’ll be notified about your mention and, after taking care of everything, they’ll probably leave a reply to your comment in the feed.
Latest Blogs & News
SugarCRM Tips. How to Improve Team Selling
We already covered the topic of quick analysis of the situation in SugarCRM. Today, we are going to tell you how to optimize team selling with the help of TimeLine Viewer. So, let’s say that you saw an important deal pass from Open to On hold status and Ron Peters, the person in charge of the deal, left a comment saying that… Read more »
How to Enhance Efficiency of Manager’s Work
Time is the most valuable resource that we have. We cannot buy, rent or steal time that is why we have to save our time. This article continues series of tips on how you can save your time with TimeLine Viewer, an add-on for SugarCRM. Today we are going to tell how managers can make operational decisions faster. Read more »