TimeLine Viewer

TimeLine Viewer

360° View Constructor in Sugar


TimeLine Viewer is an add-on for Sugar 7, which helps you to keep track of key business events and gives you the means to specify what exactly constitutes a key business event for your company. It saves your time by eliminating the need to sift through the bits and pieces of Sugar data to figure out if anything notable happened by giving you the best perspective on the goings-on of your business. You gain the power to evaluate the situation and make smart decisions quicker thus becoming more productive. With TimeLine Viewer your work becomes easier and more convenient.

Features and Benefits

Key Business Events at Your Fingertips

What constitutes a business event is unique for each and every organization. Instead of promising you a one-size-fits-all timeline of events, which wouldn’t in actuality be an ideal fit for any business, TimeLine Viewer gives you the tools to decide what events are significant for your company. You can instantly react to key business events, since in just one click you can get an idea of what has (or hasn’t) happened recently with any relevant entity or aspect of your business.

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Bird’s Eye View to Close-Up in an Instant

You can cast your net as wide as possible and get an overview of everything that’s happening, then drill down and focus on events, pertaining to a particular contract, account or any other record you feel needs closer inspection. This is possible thanks to TimeLine Viewer both providing a dashlet, which aggregates all events, and being available in one click from a module’s list view or even a specific record’s detail view.

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All Information in One Place

With TimeLine Viewer you not only know if and when an event occurred – you also know why and how, because each event has context. Was an email received from the customer? You can read the entire email chain directly in TimeLine Viewer – no need to dig through old emails.

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Big Picture at a Glance

Need a big picture? TimeLine Viewer data can be used in Sugar reports both to summarize all of the notable goings-on in the sphere, which you’re interested in, and to analyze in-depth any particular facet of the timeline.

View All Features

Key Business Events at Your Fingertips

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What constitutes a business event is unique for each and every organization. Instead of promising you a one-size-fits-all timeline of events, which wouldn’t in actuality be an ideal fit for any business, TimeLine Viewer gives you the tools to decide what events are significant for your company. You can instantly react to key business events, since in just one click you can get an idea of what has (or hasn’t) happened recently with any relevant entity or aspect of your business.

Bird’s Eye View to Close-Up in an Instant

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You can cast your net as wide as possible and get an overview of everything that’s happening, then drill down and focus on events, pertaining to a particular contract, account or any other record you feel needs closer inspection. This is possible thanks to TimeLine Viewer both providing a dashlet, which aggregates all events, and being available in one click from a module’s list view or even a specific record’s detail view.

All Information in One Place

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With TimeLine Viewer you not only know if and when an event occurred – you also know why and how, because each event has context. Was an email received from the customer? You can read the entire email chain directly in TimeLine Viewer – no need to dig through old emails.

Big Picture at a Glance

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Need a big picture? TimeLine Viewer data can be used in Sugar reports both to summarize all of the notable goings-on in the sphere, which you’re interested in, and to analyze in-depth any particular facet of the timeline.

Stylish Look and Comprehensive Content

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Make your timeline both pretty and informative by providing custom icons and custom message templates for your events. You can unleash your creativity and customize everything about how your event looks and what it contains thanks to TimeLine Viewer’s support for HTML in message templates.

Fully Custom Events

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You can (and probably will) create your own events, tailored for your business. Harness the power of Logic Builder, to specify any conditions, no matter how complex, for when your event should arise. Don’t forget the importance of context: you can attach any data you wish the users to see when they open your event’s details.

Vast Library of Pre-Made Events

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Even though you can implement any event you want with Logic Builder, you often won’t need to, because we’ve come up with a ton of premade events, which you can start using immediately after installing TimeLine Viewer, out of the box. Unless, of course, you like Logic Builder so much, you want to implement everything yourself, which would be completely understandable.

Flexible Filtering of Your Timeline

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Use familiar Sugar filters with TimeLine Viewer to narrow down the list of records and get a slice, containing only events, related to the filtered records, then filter the events themselves by a variety of factors to have your data finely diced to your precise preferences. It slices and dices!

Communication and Collaboration

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Found that a concerning event has occurred and want to ask someone to look into it? Just leave a comment in this event’s feed and mention the @person, who you think should check it out. They’ll be notified about your mention and, after taking care of everything, they’ll probably leave a reply to your comment in the feed.

Support

Phone Support: +380 44 538-0878
Support Email: info@integroscrm.com
Support Knowledge Base: https://integroscrm.com/timeline-viewer/

Terms & Conditions

Terms of Service: https://integroscrm.com/wp-content/uploads/2017/07/TimeLine-Viewer-Terms-of-Use.pdf
Privacy Policy: https://integroscrm.com/privacy-policy/

Key business events at your fingertipsKey business events at your fingertips

Resources

Please where we're going to have PDF and what not

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