Customer Timeline
Customer Timeline
What is a customer timeline?
It's a customer audit log in YariFlow, located under the Timeline section on a customer's profile, is a detailed, chronological record of customer-level activity and administrative actions associated with an account.
It tracks key events, including:
· Admin activity: Actions performed by store staff (e.g. Logged As User impersonations).
· System updates: Automated background updates (e.g. currency changes like GBP -> EUR or automatic address syncs).
· Authentication activity: login as customer.
· Account & payment updates: Address edits, payment method changes, and self-serve portal actions.
Why use the customer timeline?
The Timeline helps store managers:
· Verify admin & system actions: See exact timestamps for when an admin logged in as a customer or when system processes executed.
· Inspect raw event metadata: Expand individual events to verify full address details, customer IDs, and region codes.
· Troubleshoot login & account issues: Track when account changes occurred leading up to a support request.
· Monitor account security: Audit access patterns and identify unauthorized or unexpected changes.
What information does the Timeline display?
Each entry in the Timeline card provides:
· Date Header: Events are grouped chronologically by date (most recent dates at the top).
· Actor Badge: Indicates who initiated the action—such as Admin or System.
· Event Action: Short description of the event (e.g. Logged As User, GBP $\rightarrow$ EUR, address sync).
· Timestamp: Exact time ( HH:MM:SS) when the activity took place.
· Expandable Payload Details: Clicking the dropdown chevron (v) next to an entry expands a detailed data payload box containing address lines, IDs, region codes, and system parameters.
How to access the Customer Timeline
1. Open the Customer Profile: In the YariFlow Dashboard left menu, go to Customers and select the customer you want to review.
2. Locate the Timeline: Scroll down past the Subscriptions, Orders, and Addresses sections to the Timeline accordion card.
3. Inspect Event Details: Click the chevron arrow (v) on the right side of any event row to expand its full metadata payload.
