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New Idea

Filter by Reporting Category on Timeline & Save Filters

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  • June 17, 2020
  • 1 reply
  • 46 views
jean.nairon
colleen_fleming
manmeet_dosanjh
marcelo
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  • jean.nairon
    jean.nairon
  • colleen_fleming
    colleen_fleming
  • manmeet_dosanjh
    manmeet_dosanjh
  • marcelo
    marcelo
  • tom_wix
    tom_wix
  • darkknight
    darkknight
  • dan_ahrens
    dan_ahrens

HollySimmons

We have a large number of activity types (35+) available for logging to timeline, but they breakdown in to just 4 categories. Our CSM’s would love the ability to just filter their timeline to show specific categories (e.g. Meeting) which currently requires selecting 20 or so different types of meetings. 

In addition, or could be instead, the ability to save the filters they had selected last time would help with this (and stay across all timelines). 

1 reply

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  • Helper ⭐️⭐️⭐️
  • 281 replies
  • July 27, 2021

Hello Everyone!

Happy to announce that your request has been partially considered and included as part of the v6.23 release (SFDC / NXT). Advanced Filters for Timeline Activities now contain more operators for filter configuration. This enhancement gives users flexibility when filtering data and creating reports. It also makes timeline filters consistent with the filters in other product areas, such as Report Builder and Rules Engine. 

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!


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