Installation And Configuration Task & Notes Timeline Manager
Welcome to our Demo video for the Installation guide of the Task Notes Timeline Manager app for app exchange.
Notes, Task, Meetings, and Emails related list under any object would make more sense if presented in a Timeline view. Get the storyline you always wanted to generate out of the conversation you had with the end client via various channels.
Salesforce has several small but intelligent objects which help you picture the conversation with a particular client, lead opportunity. This picture when represented in a sleek and elegant timeline view creates more sense. This represents a story with its own chapters and sub-chapters. Get this timeline view for Task Notes Email Event
Task supports the following object by default. Related To: Opp, Account, Asset, Assets Relationship, Campaign, Case, Contact, Opportunity, Order, Product, Solution
Note support almost all the standard objects and any custom object if configured properly. Notes always have content, created date-time, Created by, private, etc.
Email is also another related list and supports all the objects and stores all major conversations within and outside Salesforce.
Events are the best way to track history or conversation directly. Events are meetings organized online or in a scheduled chain.
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