Actions with Records in the Timeline: Overview of Methods
In the timeline of a CRM entity, you can pin 7 records. Pinned records will be displayed simultaneously under the form for creating a new activity and in their chronological place in the timeline.
Connection with CRM Entities
Comments. Use the method crm.timeline.comment.add or crm.timeline.comment.list to obtain the ID of the timeline record.
Overview of Methods
Scope:
crmWho can execute the method: any user
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Method |
Description |
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Pins a record in the timeline |
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Unpins a record in the timeline |
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