Contact Timeline Filters

If you've been #poweredbyAMI for some time, your contacts' activity timelines can become very long. Easily browse through all your interactions with your contacts by filtering for a specific type of activity. 

Want to find all notes you've saved for your customer? You've got it. You can filter by any activity that will appear in your contact's timeline.

You can filter for all:

  • Notes
  • Messages
  • Orders
  • Samples
  • Wishlists

How to filter through your contact's timeline

  1. Navigate to the Contacts tab page.
  2. Tap on the Contact.
  3. This will take you to the Contacts Profile screen. 
  4. Tap on the drop-down arrow above your contact's timeline on the right to change the viewing filter.
  5. Select the type of activity you'd like to filter for in the resulting drop-down  
  6. Tap done. The contact's timeline will now be filtered by that particular activity filter.