Timeline update: more details on the customer record

We’ve improved the Timeline to make it even easier to track everything happening on a customer record. Now you can quickly see not only what changed, but also the source of each action.

Timeline items now include more details about how an action was performed, helping you quickly distinguish between:

actions completed manually by users, automatically through Workflows, or via external API calls;
AI-powered actions — MCP actions performed through Claude and ChatGPT now have dedicated icons;
system actions, such as record merges, record copies, record moves, Google Contacts synchronization, imports, enrichments, and mass update rollbacks.

We’ve also updated the Field updates icon. It’s now easier to recognize and won’t be confused with the icon for cancelled actions.

Guide