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.
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Agreed - we could then just display all of the activity around accounts in a certain Tier or Segmentation depending on who the CSM is.
Hi Morgan/Kate, We have this in our short term road-map. Will update here once we push for release.
Thanks for posting!
Thanks for posting!
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