---
title: "Inside a record: timeline, files, fields, owner, agents and deals"
description: "A tour of the record page: files on the left, the timeline in the middle, and cards for fields, owner, agents and deals on the right."
url: https://help.k3x.ai/en/articles/61-inside-a-record-timeline-files-fields-owner-agents-and-deals
collection: "Companies, People and Pipelines"
updated: 2026-10-04
language: en
---

# Inside a record: timeline, files, fields, owner, agents and deals

A tour of the record page: files on the left, the timeline in the middle, and cards for fields, owner, agents and deals on the right.

Click any company or person name in a grid to open its record page. The page has three panels: **Files** on the left, the **timeline** in the middle and the record cards on the right.

## The timeline (center)

The timeline is the full history of the record in date order. Every email, call, text, meeting, note and system event lands here automatically.

-   **Filters**: All · Emails · Calls · SMS · Meetings · Notes · System. Click one to see only that type.
    
-   **Search activity**: find a word inside the history.
    
-   **Date**: flip the sort order.
    

Calendar events from your connected calendar show as meetings with **Edit** and **Details**. Calls show duration, outcome and the notes you typed during the call.

### Quick action chips

Above the timeline sit five chips: **Email**, **SMS**, **Call**, **Meeting**, **Note**. Email and SMS open a composer that docks in place, with templates, snippets and scheduling. Call opens the dialer with the record's number. Meeting creates a calendar event. Note adds a note to the timeline.

## Files (left)

The Files panel shows a count, a search box, and **Upload** and **Download** buttons. Attachments from emails on this record land here automatically and are marked "From email". Upload proposals, contracts or screenshots so the whole team finds them in one place.

## The record cards (right)

### COMPANY

Name, local time at the company's location, website, and an **Add Field** button for custom fields. On a person's page, the company they are linked to appears here.

### PERSON

One card per linked person: name, email (with a **Label** such as work or personal), phone and **Add Field**. Click **\+ Add Person** to link another person to the company.

### OWNER

Who is responsible for the record. Click **Add Owner** to set or change it.

### AGENTS

Which agents are working this record. Click **Enroll Agent** to add one, for example a follow-up sequence. "No agents enrolled" means the record is untouched by automation.

### PIPELINE

The current stage and the deals on this company. Click **\+ Add Deal** to create a deal with a name, amount and stage, and **Add Field** to add deal custom fields such as Close Date.

## Working a record end to end

1.  Read the timeline to catch up.
    
2.  Click **Call** or **Email** and reach out. The activity logs itself.
    
3.  Add a **Note** with what you learned.
    
4.  Update the deal stage under **PIPELINE**, or let an agent do it.
    
5.  Enroll an agent to handle the follow-ups.
    

## Related

-   Companies and People: how K3X organizes your CRM
    
-   Pipelines and deals: stages, board, won and lost
    
-   Custom fields for companies, people and deals
    
-   Complete your profile and connect your mailbox