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manuel_damian
manuel_damian
Contributor ⭐️⭐️⭐️
November 27, 2018
Question

Timeline - activity type limitation

  • November 27, 2018
  • 1 reply
  • 94 views
Hello,

Apparently the Timeline is limited to maximum 10 activity types (of which 4 are predefined and mandatory: Update, Call, Email, Meeting). Is there a reason for this limitation because it doesn't seem to make sense. Our CSMs are loving the Timeline and it's such a shame that we can't add more than 12 different activity types.

Thanks.

1 reply

tim_schukar
tim_schukar
Helper ⭐️⭐️⭐️
November 27, 2018
Hi Manuel -

Best practice is to look at Activity Types as "buckets" that require different meta-data from the other activity buckets.

For instance, you could have an Executive Meeting Type, a Operational Meeting Type, an EBR/QBR Type, etc., but in reality, these are all of type "Meeting." To separate these out for reporting and CTA triggers, add a meta-data drop down field named "Meeting Type" and list out the various types of meetings that you are trying to differentiate.

It's easy to combine activity types if you look at the required meta-data you have on each type. If multiple types have the same meta-data (i.e. Subject, Duration, Internal Attendees, External Attendees, Meeting Type, etc.), you likely can combine them into one Activity Type and segment by adding a drop down field. If there is something specific to that activity type (e.g. ROI Activity has percent complete field), then it likely requires its own Activity Type.

Make sense?

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