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Timeline Manager by Cloud Analogy
Timeline Manager with Kanban & Summary View
- Business Need
- Productivity
Notes, Task, Meetings and Emails related list under any object would makes more sense if presented in a Timeline view. Get the story line you always wanted to generate out of the conversation you had with end client via various channels.
Highlights
Parent Object[Account] record has a feature of check box to show all the child Task,Event,Notes,Email
Filter on timline[Slider for Start Date Time - End Date Time] or quick search[Input Text] in all description field of Task, Notes, Event Email.
Task | Notes | Email | Event will be easily exported in Excel or PDF
Provider Details
Cloud Analogy CRM Specialist Limited
1325 Fourth Avenue, Suite 940 Seattle, WA ,USA
Cloud Analogy is a global leader in cloud consulting with 10+ years of proven expertise in Salesforce and cloud technologies. Our certified professionals deliver end-to-end solutions—from strategy and implementation to optimization and support—tailored to help businesses scale faster and smarter. With a strong focus on innovation, agility, and customer success, we empower organizations worldwide to drive digital transformation and unlock the true value of the cloud.
Pricing Details
Free
You can fully use this solution without payment.