01/04·The timeline
Everything that happened with a customer, in order

On the customer profile sits one timeline with every contact moment mixed together: emails, chats, phone calls, appointments, notes, tasks and deals. Sorted by time, not split across tabs.
Tabs per channel look tidy but break the story. What you want to know is what happened, and the order of it is usually the answer: there was a call, then the email came, and only after that the order went back.
