MTS History Timeline
Visualize the Complete Customer Journey in an Interactive SuiteCRM Timeline
Transform scattered history records into a clean, chronological timeline widget across Leads, Contacts, Accounts, and Deals.
Why Choose MTS History Timeline?
- Consolidate emails, calls, meetings, notes, and task updates into a single interactive stream.
- Native Angular widget for SuiteCRM 8 and responsive panel for SuiteCRM 7.
- Configurable event filtering so sales reps only see the activities that matter.
- Instant modal preview of linked record details without navigating away from the page.
Key Capabilities & Features
- Unified Chronological Feed: Aggregates standard and custom module history into an intuitive visual timeline.
- Multi-Module Event Filtering: Quickly filter by calls, emails, notes, tasks, or custom audit events.
- Native SuiteCRM 8 Sidebar Integration: Built with modern Angular components for seamless performance.
- Contact Roll-Up for Accounts: Automatically roll up all activities from associated contacts into the master Account timeline.
- Custom Event Mapping: Define custom business events and milestone icons tailored to your industry.
Popular Business Use Cases
- Customer Success Managers reviewing client interaction history before renewal calls.
- Sales executives tracking multi-touch deal progressions across several team members.
- Support reps investigating previous communication touchpoints during ticket resolution.
Enterprise Grade & Upgrade-Safe: Built strictly following SuiteCRM architecture standards. All modifications are stored safely in upgrade-resistant directories, ensuring smooth transitions across CRM version updates.
📸 Visual Walkthrough & Interface Preview
Take a visual tour of MTS History Timeline features, intuitive layouts, and configuration options inside SuiteCRM:
Feature Breakdown for MTS History Timeline
Explore the core functionality, productivity tools, and administrative capabilities included with this plugin.
Unified Chronological Feed
Aggregates standard and custom module history into an intuitive visual timeline.
Multi-Module Event Filtering
Quickly filter by calls, emails, notes, tasks, or custom audit events.
Native SuiteCRM 8 Sidebar Integration
Built with modern Angular components for seamless performance.
Contact Roll-Up for Accounts
Automatically roll up all activities from associated contacts into the master Account timeline.
Custom Event Mapping
Define custom business events and milestone icons tailored to your industry.
MTS History Timeline - Documentation & Setup Guide
1. Prerequisites & System Requirements
- CRM Compatibility: SuiteCRM 7.10 - 7.14 and SuiteCRM 8.0 - 8.7+
- PHP Version: PHP 7.4, 8.0, 8.1, 8.2, or 8.3
- Database: MySQL 5.7+ / MariaDB 10.3+
- Admin Privileges: Full SuiteCRM Administrator account required for installation.
2. Installation via Module Loader
- Download the installation package (
mts-history-time-line.zip) from your Mien Trung Soft account. - Log in to your SuiteCRM dashboard as an Administrator.
- Navigate to Admin > Module Loader.
- Under Upload Installation Package, click Choose File and select
mts-history-time-line.zip. - Click Upload.
- Once uploaded, locate the module in the list and click Install.
- Review and accept the license terms, then click Commit.
- After installation completes, navigate to Admin > Repair and run Quick Repair and Rebuild.
3. Configuration & Administration
Go to Admin > MTS History Timeline Settings. Choose which modules display the timeline widget, define default event filters, and enable contact activity roll-up for Accounts.
Configure user role permissions under Admin > Role Management if you wish to restrict module access to specific teams or security groups.
4. Troubleshooting & Support
- Assets not loading? Run Quick Repair and Rebuild and clear your browser cache (Ctrl+F5 or Cmd+Shift+R).
- Permission issues? Ensure correct file permissions on your SuiteCRM server (
chmod -R 755 custom/ modules/). - Need technical assistance? Contact our dedicated support team via your Mien Trung Soft portal or email us with your CRM error logs.
Is MTS History Timeline compatible with SuiteCRM 7 and 8?
Does this plugin modify core SuiteCRM files?
Can I install this on development or staging instances?
What is included with technical support?
How do I receive plugin updates?
Request this plugin
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