How do I filter the timeline of a person?

You can filter the Timeline of interactions for a person by several different criteria to narrow the view as needed:

Timeline - the full timeline of activity
Mail - email and postal mail
Meetings - calendar meetings both from your connected calendars and manually logged
Call and Texts - phone calls and texts messages (iMessage, SMS, WhatsApp)
Notes - Evernote, OneNote, and Cloze built-in notes
Other Messages - Slack messages
Audit Trail - Assignments, custom field updates, Step changes, Stage changes, Segment changes
Activity Measures - Inquiries, Viewings/Showings, Drop-ins, Auto Sent Emails, and other measures

New Design

You can enable the new Cloze design in Settings.

1.) Tap on the funnel icon at the top of a person's timeline.

A person's profile features an infinitely scrolling timeline of all their activity with you. Filters are helpful if you wish to quickly narrow or expand this timeline.

2.) Check or uncheck the options as needed.

Checked items appear in the timeline. Your selections will remain as you view other people, so if you filter the timeline and then navigate to another contact you'll see the same filtered view.

The green, filled checkmark = this content is visible in the timeline.
The white, hollow checkmark = this connect is not visible in the time timeline.

There are several options you can select.

Mail
Meetings
Calls
Texts Messages
Other Messages
To Dos
Next Steps
Notes
From Integrated Apps
Related timelines (tap to expand)
- Linked Communication - Communication linked by Re
- Audit Trail - Changes, alerts, and campaign activity
- Open Properties - Excludes closed and lost timelines
- All Properties - Includes all property timelines
- Deleted Items - Includes deleted messages
Collaboration (tap to expand)
- Your Timeline - Show only your timeline
- Shared Timeline - Show the timeline for you and your team on Cloze

Classic Design

1.) Tap on More at the bottom of the Timeline of interactions.

2.) Tap on the drop-down menu as needed to narrow your view.

Scroll down the menu to see other options.