Features

  • Timeline View – Interactive display of relevant record information on a timeline.
  • Management View – Allows managers to view the timelines for their individual team members.
  • Detail View – Displays all record details by drilling down into the timeline, such as last recorded interaction and contact information.
  • Task Management – Provides a centralized view for users to view all their activities across different records.
  • Update – Change activity status directly in Timeline to log the latest progress.

Additional information


Version Notes

*This update includes bug fixes and improvements. To view the release notes for this update, please visit: http://www.avepoint.com/support/product-updates/


Ratings and reviews

Average customer rating

4.6
43 ratings

Rating snapshot

  1. 5
    81%
    35
  2. 4
    4%
    2
  3. 3
    4%
    2
  4. 2
    6%
    3
  5. 1
    2%
    1
Sign in To rate and review, sign in.
Shyam · 8/16/2013
Great for all departments!

Really useful for preparing other members of the team going in to support an account manager and their client.

Cesar · 4/26/2013
Aggregated view of activity!

Very easy way for me to get a view of all my customer's activity in one aggregated view. I can see case history, account notes, license changes, etc... from one view. Quick way for me to access data as opposed to several clicks in Dynamics. Recommended...

Kitty · 3/12/2013
test

just for test

Weifu · 12/10/2013
Good

Very good!

J · 3/12/2013
Same

Meh. Was expecting more.

Reviewer 8600 · 5/17/2013
Nice Tool

Very Cool.

羽枫 · 3/19/2013
good

operate interface is cool...

·
People also like