---
title: "Timeline - Transactions and Actions"
canonical: "https://wiki.soft1.eu/space/SS5EN/189268086/Timeline%20-%20Transactions%20and%20Actions"
format: markdown
---
Use the **Timeline **to illustrate diagrammatically actions and transactions of a SOFT1 Entity, in chronological order. Through this related job, which is available in Trading Parties, Contacts-Employees, Projects, Contracts, Installations, Cash Accounts and CRM actions, you can view and edit the specific actions and transactions. 

Find out how to use Timeline, in the examples set out below.

#### **Example 1 – The Timeline of a Customer **

**Step #1**  
Open and view the Timeline of a Customer:

- Through the Customer’s tab > Related Jobs > Timeline, or
- By right-clicking on “**Customer**” hyperlink, where available e.g. on Projects, Documents etc.

![image](media://568e8f4b-47bd-4abf-9370-59c79c86d19e)

**Step #2**  
Select on filters the “**Company**” and “**Dates**”, for which you want to view results, click “**Apply**” and:

- Click on the arrows to view data from previous and next months.
- Click on the actions and documents to view/edit them.

![image](media://62cb7f8c-230d-404a-b197-dce6819d625d)

#### **Example 2 – The Timeline of a CRM action**  


On a CRM action, select the “Timeline” through the Related Jobs. Then, drill down to view all the CRM actions that have occurred, in chronological order.

![image](media://3d24d643-ebc0-4bcd-b6a8-a5992973fa80)

<span style="color: #ff9900">**Tip1!**</span> **Zoom in or out **on the Timeline, by holding down the Ctrl key while scrolling.   
<span style="color: #ff9900">**Tip2!**</span> Right-click on the Timeline and select **Properties**, to manage the Layout/View of the Timeline.