Timeline Tab for Accounts
The Timeline tab is a chronological display of all actions taken at both the Firm and Client level regarding an Account. It allows firms to get up to speed on a client in one, single screen.
With the Timeline Tab, Firm users will be able to see every action relating to a Message, SMS, Email, Task, Request, File, or Note for an Account in the order that they took place. Firm users can also Filter the results to specific action Types, Recipients, or by Date.
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