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morgan_albright
Contributor ⭐️⭐️
June 19, 2018

Timelane Tab custom filters

  • June 19, 2018
  • 2 replies
  • 39 views
We would like to have the ability to filter on custom fields from Account object activities in the Timeline tab.

One of our CSM's has a focus on a certain type of customer (denoted by a custom field on the Salesforce account layout) and he'd like to be able to filter for the activities on this custom field.

2 replies

kate_green
Helper ⭐️⭐️
June 20, 2018
Agreed - we could then just display all of the activity around accounts in a certain Tier or Segmentation depending on who the CSM is.
sai_ram
Expert ⭐️⭐️
June 21, 2018
Hi Morgan/Kate, We have this in our short term road-map. Will update here once we push for release. 

Thanks for posting!