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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Concept — background and overview.
When visiting any entity’s profile page, check out their Activity Timeline to view a running log of field value changes and team communications over time.

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Overview

  1. How the Activity Timeline works
  2. Filtering the Activity Timeline
  3. Why won’t some emails or meetings show up on the Activity Timeline?
  4. Important Callouts

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How the Activity Timeline works

  1. Synced email/calendar data and field value changes will be recorded on the entity’s Activity Timeline.
  2. For example, changing the Status field (ranked dropdown) of a particular organization will be tracked on that organization’s profile page.
Note: If you changed the status to the wrong status option, you can change it to the correct status option within 1 minute to prevent the wrong status option from appearing on the Activity Timeline.
  1. Scroll down on the contact’s profile page to see the change on the Activity Timeline. Note: If you do not have access to certain lists, field updates for those lists will not surface for you.

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Filtering the Activity Timeline

You can filter the Activity Timeline by the following attributes:
  1. Filter Activity: Meetings, Phone Calls, Sent/Received Emails, Sent/Received Messages, Notes, List Activity, Reminders, and Files
  2. All Employees/Current Employees: For organization profile pages, you can filter activities either by All Employees and Current Employees.
    • Please note that Current Employees is determined by the Current Organization field.
  3. All users: You can filter activities by specific users on your team. 4. Time Period: Specify the time period.

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Why won’t some emails or meetings show up on the Activity Timeline?

Here are three of the most common reasons:
  1. You and/or your team member(s) may have your email accounts’ syncing disabled (see How to reenable syncing into Affinity).
  2. To avoid cluttering the Activity Timeline with unnecessary noise, Affinity will not show emails or meetings that contain the following words in their subject lines:
    • “Tentatively Accepted:” or “Accepted: ”
    • “Updated invitation: ” or “Invitation: ”
    • “Updated invitation with note: ” or “Invitation with note: ”
    • “Rejected: ”
    • “Canceled Event: ”
    • “Declined: ”
  3. If you don’t see any emails or meetings at all, you may have unchecked the following activity types: Sent emails, Received emails, and Meetings.
    • Click the Filter Activity button.
    • Then, click the checkboxes to show the emails and meetings.

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Important Callouts

Please note that only 6 out of 9 field types will have their field value changes recorded on the Activity Timeline. The 6 field types are:
  1. Number (single & multiple values)
  2. Date (single values only)
  3. Location (single & multiple values)
  4. Ranked dropdown (single values only)
  5. Person (single & multiple values)
  6. Organization (single & multiple values) These are the other 3 field types that will not have their field value changes recorded on the Activity Timeline:
  7. Text (single values only)
  8. Dropdown (single & multiple values)
  9. Formula