Company timeline: who did what with the company and when

What the Timeline block on the company card shows, how to filter steps with people, detail changes, calling and deals, how to see the old and new value, and who sees what in the timeline.

Checked against the app · 30 October 2026Open in the app

What it is for

At the very bottom of the company card is the Timeline block. It shows who did what with the company and when: steps with the company's people, follow-ups, deals, tasks, documents, calling, email campaigns and detail changes.

How to

  1. Open the company in Companies and scroll down in the detail.
  2. Events are grouped by day, newest first. Each shows the author, the time and where it came from (for example the side panel or ARES).
  3. Narrow the timeline with the filter: All, People, Details, Calling, Deals and tasks.
  4. For a detail change, click Show changes. You see each changed detail with its old and new value.
  5. Click a person's name to open their detail.
  6. Load older events with Load older.

Good to know

  • A step with a person belongs to the company the person was at when it was logged. If they change jobs, earlier steps stay with the old company.
  • Steps logged before the timeline was launched are shown at the company where the person is today.
  • Older detail changes did not store values. The timeline shows which details changed, without values.
  • A deleted step, document or deal stays in the timeline crossed out, with who deleted it and when.
  • Automatic sources (ARES, Merk, the company website, the side panel) appear only when they changed something.
  • Calling shows the call with its outcome and a booked meeting. Instead of the caller's name you see the call team's name; caller notes are not in the timeline.
  • You do not see steps and follow-ups on colleagues' private contacts. A task is visible only to its creator and assignee. Private labels are not part of the timeline.
  • After a company is merged with a duplicate, the timeline also shows the history of the merged company.

Frequently asked questions

Why can't I see the old value for some changes?

The change happened before the timeline was launched. At that time only the list of changed details was stored.

Does a colleague see my steps in the company timeline?

Steps on shared contacts yes, the same as in the contact detail. Steps on your private contacts no.

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