Viewing the Contact’s Timeline
Timeline view in BoldSales gives you a complete view of all changes, interactions, and system‑generated updates related to a contact. This guide explains how to access it from the contact details page, review the history of updates, and use filtering options to quickly find specific activities.
Accessing the timeline
- Go to Contacts module from the left sidebar (Shortcut G + C).
- Click the contact to open its details page.
- Go to the Activities tab. You’ll see the Timeline section on the right.
Viewing timeline details
The Timeline helps you track all interactions, updates, and system‑generated changes related to a contact.
In this section, you can view:
- What changes were made: Each entry shows the exact update performed. For example, field value changes, automation updates, related records association, tag updates.
- Who made the changes: The timeline indicates whether the update was performed by a specific user in your workspace or generated automatically by the system.
- When the change occurred: Every activity includes a timestamp so you can see the exact date and time the update happened.
Filtering the timeline
Use the Filter option to narrow down updates and quickly find specific records.
You can refine the results further by selecting which types of activities to display. Click the All dropdown to choose from the available activity categories.
The dropdown includes categories such as all, field updates, contacts, companies, pipelines, emails, calls, tasks, events, notes, files, tags, webhooks, documents. Selecting an activity type changes the timeline results.
Count
The Count option controls how many timeline entries are displayed at once. You can choose to view a specific number of the most recent or initial records or display all records if needed.
Available options include:
- Recent 10 / 20 / 50 / 100 – Shows the most recently added records.
- Initial 10 / 20 / 50 / 100 – Shows the earliest (first added) records.
- All – Shows every record in the list.
Date range
The Date range filter lets you narrow down records based on when the timeline entries were created. You can choose a preset range or define a custom period.
Preset options include:
- Today
- Yesterday
- This week
- This month
- Last month
You can also set a custom date range.
Added by
Use the Added by to view updates based on who performed the action:
- All – Shows updates made by all users and automations.
- User – Manual changes made by a specific user.
- Workflow automation – System-triggered updates.
- Auto assignment automation – Automatic assignment changes.
Click Apply to filter the records or Reset to clear your selection.
