crm_get_timeline
Audit a CRM record by retrieving its timeline: field changes, activities, audit trail. Track modifications and user actions to verify record history.
Instructions
Get timeline history for a CRM record showing all field changes, activities, and audit trail\n\nPrerequisites: Use crm_search_records to find target record_id\nNext Steps: Use crm_analyze_activity_patterns for trend analysis → crm_get_field_changes for specific field tracking\nComplete Workflow: crm_search_records → crm_get_timeline → analysis\nError Recovery: If timeline empty, verify record_id exists and has activity history
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number for pagination | |
| per_page | No | Entries per page (max 200) | |
| record_id | Yes | ID of the record to get timeline for | |
| module_name | Yes | Name of the module (e.g., "Leads", "Deals", "Contacts") | |
| timeline_types | No | Optional timeline entry types to include | |
| include_inner_details | No | Include detailed inner information |