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: crm

Who can execute the method: any user

Method

Description

crm.timeline.item.pin

Pins a record in the timeline

crm.timeline.item.unpin

Unpins a record in the timeline