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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
April 5, 2018

Default Timeline Activity

  • April 5, 2018
  • 1 reply
  • 44 views
Would be great if you could default a timeline activity type to a CTA type.  For example, we have an activity type for EBR Notes, and we're having issues with the CSMs just leaving the default as Account Note instead of clicking the dropdown to select the appropriate one.  We have similar activity type for Risk Notes and On-boarding as well, so would be great to be able to default to the appropriate Timeline activity.  Maybe that's an addition to the Actions page on the Rule?

    1 reply

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    April 9, 2018
    Hi Heather, We have planned a lot enhancements on Timeline in 2018. I am redirecting this to our product team,will update you here once this is taken up.
     
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