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clmartin
Contributor ⭐️
June 11, 2019

Feedback/Suggestions for Person/People Mapping Beta

  • June 11, 2019
  • 2 replies
  • 44 views
Can the Person list view be organized in some way to easily choose the contacts for the org chart? Filter/sort by title, # of Timeline entries, CRT as a way to quickly identify the contacts to add into the Org Chart view.

      2 replies

      shiela_kern
      shiela_kern
      Contributor ⭐️⭐️⭐️⭐️
      June 20, 2019
      Frequent timeline entries is a great suggestion. If you are already meeting regularly with the contact and logging entries, surfacing those contracts first with some intelligence would be helpful! Or perhaps it prompts the CSM to track those individuals that are frequently entered on the timeline, recommending them by surfacing first.

      kunal_bhat
      kunal_bhat
      Helper ⭐️⭐️⭐️
      July 3, 2019
      @katerina_nemcova_9fa1af ,

      Highliting frequent timeline attendees is a great suggestion and we were already thinking along those lines! We do have plans to give different view of the Person list based on filters like this.

      Thanks,

      Kunal

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