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View Customer Timeline Activity Graph

Applies to: Administrators, Customer Support, Compliance Officers

Beyond the list view, the Timeline Activity Graph provides a visual, chronological representation of all customer actions for easier pattern recognition and audit trails.

Activity Timeline

Accessing the Timeline​

  1. Navigate to the main Customers list.
  2. Click on a specific customer to open their detailed profile.
  3. Look for a tab called Activities This is where the graph is displayed.

Understanding the Graph​

The timeline typically uses a vertical layout to display events. Two different lines show the number of customer activities and trading activities respectively.

Using the Timeline for Support​

This view is invaluable for:

  • Troubleshooting: Correlate customer actions with trading activities to identify what triggered reported issues.
  • Compliance: Audit the chronological sequence of both customer and trading events for regulatory requirements.
  • Security: Detect suspicious patterns across customer and trading activity lines, such as unusual behavior correlations.
  • Capacity Planning: Forecast resource needs by understanding peak activity periods across both customer and trading functions.
  • Business Intelligence: Analyze correlations between customer engagement levels and trading volumes to inform product development.