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Overview of the client timeline tab

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Steps to view the client timeline

The client timeline is a useful way of keeping track of your actions and communications with a client.

Steps to view the client timeline

Step 2 - Enter their name in the search box.

Step 3 - Click their name to open the client record.

Step 4 - Select Timeline tab.

Recorded in the timeline you will find:

Updates to client details
Details of bookings created, updated or deleted
Details of invoices created and amended
Details of emails sent from MagManager to the client
Details of replies from the client (see note below)
Details of any completed actions

Step 5 - Turn on the Show Actions Only toggle switch to display completed actions. (Open action can be found on the Actions tab).

Step 6 - Switch between list view and visualisation by clicking the View as Visualisation button, then click View as List to switch back.

Step 7 - Click any item on the timeline list, to expand the details. For example, you can see a copy of the sent email or details of the invoice created.

Step 7 - Where a booking has been updated, you will see a before and after screenshot - a useful way of keeping track.

Note: If a reply from a client does not appear on the client's timeline - check the following:

1 - Open the Clients screen and search for YOUR email address. If YOUR email address is listed under a client name you need to remove it.

2 - Check notifications (bell icon on the top navigation bar) for the client's reply. If it displays there, click on it and it will open the timeline of the client's record it has been added to.

Generally you'll find this is one of your test accounts with YOUR email address listed as a contact.

Overview of clients screen How to add a new client in MagManager How to update a client record & overview of the client details tab How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to cancel a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a paid or part booking using the void button How to make a provisional booking Overview of the client timeline tab How to add a note on the client record How to add actions How to add a post-it note to the client record How to add marketing consent How to add additional client contacts How to create customs tabs How to add website and social media links How to update client details for the web directory How To Add Outlook Calendar Events To Your Actions Calendar How to create a proposal from a provisional booking Gamification on Sales Complimentary Copies and Voucher Copies How clients are categorised - all, active, prospects & inactive Overview of bookings screen Overview of sales screen