Archive Timeline Activities
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.
+1Excellent suggestion.
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
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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