---
title: "Timeline"
slug: "timeline-overview"
updated: 2026-03-06T00:39:25Z
published: 2026-03-06T00:39:25Z
canonical: "knowledge.technolutions.net/timeline-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Timeline

The **Timeline** tab appears on person records. It keeps a record of communications delivered, forms submitted, gifts received, and much more.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Timeline(1).png)

In the sidebar, there are five ways to view the timeline:

- **Timeline**: Events related to the record, grouped by month.
- [Interactions](/v1/docs/interactions): A list returning one communication to or from the record per row.
- [Activities](/v1/docs/activities): A list returning one activity (communications plus system events) per row
- [Audit Log](/v1/docs/audit-log): Audit internal events related to the record, like rule executions, grouped by month.
- [Campaigns](/v1/docs/campaigns-on-the-timeline): List of scheduled mailings to the record.

Each of these sections provides a different slice of the overall history of the record.

## The Timeline

The **Timeline** section provides an overall history of interaction events that have taken place on the record, such as form submissions, message history, and payment history.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Timeline - Timeline(2).png)

## Date range

Adjust the date range for display by changing the values on the upper right.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Date range(2).png)

## Exploring the timeline

The timeline consists of an ordered list of all interactions, grouped by month and year.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Timeline chronology.png)

Selecting an interaction opens a popup that provides related information and contextual options to modify the interaction.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Sent Message interaction example.png)

A Sent Message interaction

![Click_Interaction_to_Expand.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/click_interaction_to_expand.png)

A Gift Received interaction

## Filtering the timeline

Select which types of interactions appear in the timeline. Slate remembers your preferences.

Enter search terms in the **Search Interactions…** field to narrow down the list of results by text in the code, subcode, and subject of an interaction.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Filtering the timeline(1).png)

## Up next: Interactions

The interactions option narrows the timeline to just communications with the constituent.

> [!NOTE]
> ➡️ [Interactions](/v1/docs/interactions)