By default, your Today page is the first page you see when logging into Redtail. Today allows you to see, at a glance, a by-the-numbers area that includes Recent Timeline updates (this links to the main Timeline, which shows the past 30 days' updates):
Here we'll take a look at the actual Timeline. If you click that Timeline updates area above, you'll see the Timeline Events area for your database:
The Timeline Events page displays a list of actions taken within the database, including updates to data, Notes added, Activities, Workflows, etc. Note: the color coding to the left of Timeline Events indicates whether the action represents a deletion (red), addition (green) or an update (blue). Note as well that those events that display hyperlinks allow you to see Timeline Details for those specific events.
While the default setting is to view All types of events, you do have a Filters button in the top right corner of the timeline that will allow you to filter by a specific type of action or view All actions:
Note about these filters: some of these filter options show timeline events on a database list level rather than at at the contact level. Those filter options are:
- Activity (for Types/ Categories)
- Servicing Advisor
- Writing Advisor
As an example of what we mean here, if you were to filter for Servicing Advisor, the only Servicing Advisor events that will display on the top-level timeline here are those where a Servicing Advisor was added, deleted, or updated at the database list level. A servicing advisor change on the contact level wouldn't display here, but would display on that individual contact's timeline.
If you scroll to the bottom of the Timeline Events, more timeline entries will continue to load.
Also, next to the "filter" option, you have a "Search timeline" box, which will allow you to search for specific words or phrases in your database's Timeline.