The Contact Timeline

All in one place: The Contact Timeline captures emails, calls, texts, meetings, notes, and more—all in one place—so you can see the full context of a relationship.

Easily filterable: You can filter the timeline by activity type—like mail, meetings, calls, notes, or audit changes—to find exactly what they need quickly. Learn how to filter the timeline.

Secure and Private by Design: Even when working with a team, personal contact details remain private—only communication timelines shared in specific ways are visible across teammates. Learn how to mark an interaction as private.