Released: July 7, 2026
Alerts and Cases now include a Timeline that shows a chronological record of what changed, who changed it, and when. Previously, staff working an alert or case had to reconstruct context from internal notes, related records, and memory, with no audit trail on the entity itself. Alerts get a new Timeline tab on the Details sheet, and Cases get a dedicated Timeline tab that mirrors the activity feed on a contact profile. Internal notes are bridged into the Timeline, so posting a note appears as its own activity entry. This helps provide auditability and makes case handoffs far easier.
Timeline on Alerts: the Alert Details sheet now has two tabs, Overview and Timeline. The Alert Timeline is a single, chronological feed of the alert's activity. It captures the key changes to an alert, including:
Creation and source whether created manually or by an automated rule or workflow.
Property changes priority, resolution status, assignee/reviewer, due date, alert type, description, and related course, each showing the previous and new value and who made the change.
Case relationships escalated to a case, matched to an existing case, or removed from a case, with a link to the case.
Timeline on Cases: the Case Details page now includes a Timeline tab, in the position: Information, Timeline, Appointments, Conversations, Courses, Documents, Jobs, Tasks. The Case Timeline mirrors the activity feed on a contact profile: a date-grouped chronological feed with shortcut filters down the left side (All Events, Case Activity, Alerts, Tasks, Conversations, Appointments, Documents, Courses, and Bolt AI Analysis) so you can narrow the feed to a single activity source. It captures case-level changes, including:
Property changes priority, status, assignee/reviewer, due date, case type, subscribers, privacy toggle, and description, each showing the change and who made it.
Bolt Analysis runs each run is recorded with its trigger source (system cadence or a user-initiated refresh), timestamp, and result.
Related record links when an alert, task, conversation, appointment, or document is linked to or unlinked from the case, with a reference to the record.
Notes bridged into the Timeline adding an internal note shows up as a "[User] added a note" activity entry with a link to the note.
📌 Note: These detailed alert and case activities appear on the Alert and Case Timelines only. A contact's own profile activity feed still shows just the high-level activities (when an alert or case is created or resolved) so profiles stay uncluttered while the full history stays with the case or alert.
Advisors and student success teams can now see a case or alert's full history at a glance instead of piecing it together from notes and memory, which makes handoffs cleaner and gives supervisors a reliable audit trail of who did what and when.
