Overview of the Timeline Feature
The timeline feature in Chariot allows you to see a detailed history of changes on any lead or job. This includes the user who made the changes and the exact date and time they occurred.
Key Columns in the Timeline
User Column: Displays the name of the user who made the change.
Date and Time Column: Shows when the event took place.
Understanding the "WebAPI" User
You may notice a user labeled "WebAPI" in the timeline. This indicates that the Chariot system made these changes automatically, rather than a specific user.
Viewing Detailed Events
To see specific details of an event:
Click the plus (+) icon next to the main event.
This will expand the event, showing all actions taken, such as:
User Actions: For example, "Ian Tester changed the job stage from 'book' to 'canceled' and then from 'modified' to 'book'."
Personal Actions: You can also see your own actions, such as creating a new job location.
Navigating the Timeline
Scroll down to view more events.
You may encounter multiple pages of events, each providing a detailed breakdown of activities on the job.
Limitations of the Timeline Feature
While the timeline feature provides comprehensive details, there are some limitations to be aware of:
System-Generated Changes: Events marked with "WebAPI" can be less transparent, as they are automatically generated by the system. Detailed reasoning behind these changes might not be fully explained.
Data Volume: For leads or jobs with extensive activity, the timeline can become lengthy and harder to navigate, potentially requiring multiple pages to view all events.
Historical Data: The timeline feature may have limitations in tracking changes that occurred before the feature was implemented. Only changes logged after its activation will be fully detailed.
Real-Time Updates: While the timeline is updated frequently, there might be a slight delay in displaying the most recent changes.
Additional Assistance
If you have any questions or notice something unusual in the activity log, feel free to reach out to our support team. We can help you dive deeper into the timeline to provide more insights into what occurred.
We hope this feature helps you gain a comprehensive understanding of the changes happening in your leads and jobs, making it easier to track and manage your activities in Chariot.