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niki_olmstead
niki_olmstead
Contributor ⭐️⭐️⭐️
January 24, 2018

Archive Timeline Activities

  • January 24, 2018
  • 2 replies
  • 42 views
I have quite a few CSMs that are managing large scale customers with frequent calls, emails, meetings etc that they log at the C360 level. What ends up happening fairly quickly is that the timeline gets very busy. We do find the search functionality great, but to add another layer on it I think it would be valuable to be able to archive activities by month/year. That way, what I see when I log onto a customer's timeline are the pertinent items to their recent activity without losing that historical information.   

    2 replies

    sarah_bowes
    sarah_bowes
    Contributor ⭐️
    January 26, 2018
    Excellent suggestion.
    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    February 9, 2018
    Hi Niki,

    Thanks for the great suggestion. We are planning to add subtle grouping in Timeline to divide it by Month-Year. We will also make sure that the flow of timeline feed does not break. Would that help you?

    Thanks,
    Nitisha
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