Viewing the Company's Timeline

The timeline view in BoldSales gives you a centralized history of everything that has happened to a company record. It captures all interactions, field updates, related record changes, and system‑generated activities in chronological order, helping teams understand the full context of a company at a glance. By reviewing the timeline, users can track how a company record has evolved over time, identify who made specific changes, and quickly locate important activities using filters.

Accessing the timeline

• Go to Companies module from the left sidebar (Shortcut G + O).
• Click the company 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 company.

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 filter 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.

The following image shows the available filter options.