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anthonysabato
Helper ⭐️
Dec 10, 2018 4:08 PM UTC

Ability to make timeline entries on the relationship level also available to customer level

Some business cases for relationships change and we are moving away from a Relationship in GS but we want to retain the timeline entries as it still pertains to the account. It would be really great to have an option to either move/copy or make available the relationship level entries within the customer level timeline. For now I have created a report to display on the C360 for all entries but that is redundant and does not look as good as the timeline feature.

2 replies

nitisha_rathi
Expert ⭐️⭐️
Feb 27, 2019 10:09 AM UTC
Hi Anthony,

We are working on showing relationship activities in customer timeline and this should be available in April release.

Thanks,

Nitisha

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anthonysabato
Helper ⭐️
Feb 27, 2019 3:14 PM UTC
That will be great for my team.

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