Tutorial
Yardbook has always provided a 360 degree view of each of your customer records. It has all the important information about a single customer such as jobs, invoices, payments, notes, etc… This makes looking up customer data extremely simple.
Now, we are providing a timeline view for the same customer data. Instead of grouping your customer information by object, the timeline feature organizes the same information based on time (very similar to Facebook Timeline). Now you can see everything about a customer, in chronological order, on a single page. This makes it easier to view the customer history and provides a better view of how the customer has grown with your business over time.
To access the timeline of a customer, simply click on the “Timeline” link near the top of any customer details page.
Filters
Now you can add a filter to the customer timeline page to focus on a specific type of customer data. Click on the “filters” link near the top of the page, and select the type of records you’d like to view.
Here are the different type of records you can choose from:
