Overview
The Customer 360 timeline* in Ottili HQ* shows all of a customer's business records in one place and in chronological order — from first contacts through deals, quotes, orders and invoices to open items, payments and tasks. Instead of jumping between tables, you see the full story of a customer as one connected timeline.
The Customer 360 timeline is part of Ottili HQ and is available in the Business Hub (status: available / AVAILABLE). It is built on the same lead-to-cash records used across the other HQ surfaces, and like every HQ record it is company-scoped. This article describes what the timeline shows, where the data comes from, how it helps day to day, and where its honest limits are.
What the Customer 360 timeline is
The Customer 360 timeline is the consolidated customer view in the Business Hub. For a selected customer, the connected records are aggregated and arranged so the sequence over time is visible:
- Contacts* that belong to the customer
- Deals*, ordered by creation date
- Orders*, ordered by order date
- Invoices* and open items*, ordered by due date
- Tasks*, ordered by due date
This gives you, at a glance, what is currently running for a customer, what is overdue, and what comes next — without switching between customer, deal, order and invoice lists.
Where the data comes from
The timeline is fed by the Ottili HQ lead-to-cash flow. Every entry is a real, company-scoped record:
| Area | Record | Status |
|---|---|---|
| Customers | Company/Contact | Available (AVAILABLE) |
| Contacts | Contact | Available (AVAILABLE) |
| Deals | Deal | Available (AVAILABLE) |
| Orders | Order | Available (AVAILABLE) |
| Invoices | Invoice | Available (AVAILABLE) |
| Open items | Open Item | Available (AVAILABLE) |
| Tasks | Task | Available (AVAILABLE) |
All of these records share the same company context. A deal, a quote, an invoice or a payment always knows which customer it belongs to — the timeline makes that connection visible rather than recomputing it. How Ottili ONE labels maturity publicly is described in [Understand feature status labels](/docs/understand-feature-status-labels).
The timeline in daily work
Typical situations where the Customer 360 timeline helps:
- First contact to customer*: You see when the contact began, which leads were qualified, and when the first deal was won — documented in [Companies and contacts](/docs/companies-and-contacts) and [Leads and qualification](/docs/leads-and-qualification).
- Quote to payment*: From the won deal through the quote and order to the invoice and payment — the timeline assigns each step to the customer. Carrying a quote into an order is described in [Convert quotes to orders](/docs/convert-quotes-to-orders).
- Open items in view*: Overdue invoices and open items appear time-marked so follow-up does not get forgotten. Details in [Open items and overdue invoices](/docs/open-items-and-overdue-invoices).
- Reconcile payments*: Received payments and payment links are tied to the timeline, see [Payments and payment links](/docs/payments-and-payment-links).
- Tasks around the customer*: Follow-up tasks on deals, orders and invoices land in the same view, described in [Tasks and follow-ups](/docs/tasks-and-follow-ups).
Company-scoped isolation and permissions
Every entry in the Customer 360 timeline is bound to exactly one company (company_id). That means:
- The timeline shows only records of your own company.
- Switching the company context immediately changes which customer data is visible.
- Access follows your company's roles and permissions; sensitive actions (replying to a customer, purchasing, publishing) go through the approval queue.
The shared account structure and company context are described in [Company and team](/docs/company-and-team).
Maturity status and availability
The Customer 360 timeline is built on available HQ records and is available in the Business Hub (status: Live / AVAILABLE). The underlying lead-to-cash records are also available. Where Ottili ONE labels maturity publicly — from *Concept* through *Beta* to *Live* — is explained in [Understand feature status labels](/docs/understand-feature-status-labels).
Limitations (honest)
The Customer 360 timeline is deliberately focused and makes no claims beyond the records it aggregates:
- Point-in-time snapshot*: The timeline is a snapshot of the connected records, not a real-time live view. Reload the view for the latest state.
- No audit trail*: The timeline shows the current connected records, not a full history or field-level change log.
- Single company*: Only records of the currently selected company are aggregated — no cross-company, customer-spanning views.
- No bulk view*: The timeline is per customer; for many customers use the list and filter views.
Related articles
- [Companies and contacts](/docs/companies-and-contacts)
- [Leads and qualification](/docs/leads-and-qualification)
- [Tasks and follow-ups](/docs/tasks-and-follow-ups)
- [Convert quotes to orders](/docs/convert-quotes-to-orders)
- [Open items and overdue invoices](/docs/open-items-and-overdue-invoices)
- [Payments and payment links](/docs/payments-and-payment-links)
- [Business Hub overview](/docs/business-hub-overview)
- [What is Ottili ONE?](/docs/what-is-ottili-one)
- [Understand feature status labels](/docs/understand-feature-status-labels)
- [Ottili AI](/docs/ottili-ai)
Was this article helpful?