How to customise your client's timeline? : Capium Support

How to customise your client's timeline in Practice Management Print

Modified on: Tue, 21 Sep, 2021 at 9:01 AM

Navigation: Practice Management > Workspace > Clients > Select Client > Timeline > Activity

Help/Guide:

You can now customise what you see on a clients timeline by going to the activity heading under timeline

Please select the areas you would like to see and click 'proceed with selected'

Once clicked only the selected heading will show in the timeline below.

You can reset the filters by clicking reset filters.

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