Use the timeline

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

Every contact, company, lead and opportunity has a timeline: notes, calls, meetings, emails and documents, newest first. It's how your team knows what has happened with someone.

Prerequisites

Add to the timeline

  1. Open the record.

  2. Under Timeline, choose the kind of entry: Note, Call, Meeting or Email.

  3. Enter what happened. Type @ to mention a colleague; they're notified.

  4. Select Add to timeline.

    A contact's timeline, with notes, calls and a document

With email sync switched on, Email sends a real email through your mailbox. Without it, Email logs an email you sent elsewhere. See Log and send email from a record.

To remove an entry you added, select the remove button on it. You can remove only your own notes.

Upload a document

  1. Under Timeline, select Documents.
  2. Choose the file under Upload a document: PDF, Word, Excel, PowerPoint, text, CSV, PNG, JPEG or ZIP, up to 25 MB.

The upload is noted on the timeline, with a Download link. To remove a document, select the remove button next to it.

Next steps