The customer timeline can include many signals. Filtering helps you quickly answer what happened, what is pending, and what should happen next.

What this guide helps you do

• Find the type of activity you need without reading every event.
• Separate internal notes, tasks, email threads, web activity, journeys, money, bookings, and plugin events.
• Give AI a narrower context for summaries and follow-up suggestions.

Before you start

• Open the correct customer, company, or opportunity record.
• Know the kind of event you are looking for.
• Use date or source context when the customer has a long history.

Do it manually

1. Open the customer record.
2. Scroll to the timeline.
3. Use timeline filters or search to narrow by notes, tasks, email, web activity, forms, money, bookings, journeys, or plugin activity.
4. Open an event for detail when needed.
5. Create a task, note, or email draft from the relevant timeline context.
6. Clear filters when you need the full customer history again.

Ask Faster AI

• Show only recent emails and tasks for this customer, then summarize what needs follow-up.
• Find form submissions and payment activity for this customer from the last 90 days.
• Use timeline activity to draft an internal handoff note without including private details in public content.

Review before saving or applying

• Do not assume filtered results are the full history.
• Check dates and source labels before making decisions.
• Use customer consent and communication preferences before acting on timeline data.

Common issues and fixes

• If expected events are missing, confirm the connected tool and matching customer identifier.
• If the timeline feels noisy, filter by source and date.
• If AI summarizes the wrong period, ask it to use a specific date range and activity type.

Customer 360 overview

For the broader reason timeline filters matter in day-to-day customer follow-up, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Safe customer context for AI

For why timeline history is useful AI context only when it is attached to the specific customer task under review, read the customer context article. Giving AI Your Customer Context (Safely).

Referral systems for local businesses

For which timeline signals matter most before asking for a referral, read the referral strategy article. Referral Strategies for Local Businesses That Don't Feel Awkward.

Win-back customer journeys

For how timeline events help define when someone is truly lapsed for your business, read the win-back article. Win Back Lapsed Customers with Three Emails.

Connected workflows

• Review Money activity for a customer
• Create customer tasks and reminders
• Create a welcome journey
• Create a lead capture form

Placeholder media

• Screenshot placeholder: add an annotated screenshot of filter the customer timeline with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Understand Customer 360
• Use customer activity for follow-up
• Triage customer email threads