Skip to main content
reggie_yu_gazmen
Contributor ⭐️⭐️
October 6, 2020

Add other account attributes to Global Timeline search

  • October 6, 2020
  • 7 replies
  • 103 views

From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.

    7 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    October 7, 2020

    Interesting use case @reggie_yu_gazmen - let’s see what input @nitisha_rathi has on this idea.

    VP of Customer Success at Forcepoint
    Contributor ⭐️⭐️
    October 7, 2020

    From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.

    This would be very helpful when I have a child account that has the same name as the parent (which happens...) +1 from me

    nitisha_rathi
    Expert ⭐️⭐️
    January 12, 2021

    Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.

    Helper ⭐️
    January 13, 2021

    @nitisha_rathi what about SFDC Parent-Child accounts when not using Relationships? 

    Anastassia Goidina
    nitisha_rathi
    Expert ⭐️⭐️
    January 22, 2021

    @ana_g Do you want to associate an activity with both parent and child account?

    sai_ram
    Expert ⭐️⭐️
    February 12, 2021

    @ana_g Do you want to associate an activity with both parent and child account?

     @ana_g did you get a chance to view the comments here?

    reggie_yu_gazmen
    Contributor ⭐️⭐️
    December 17, 2021

    Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.

    Can we do the same with Gainsight Assist?