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New Idea

Ability to report on Template used in Timeline Activity

  • March 1, 2024
  • 1 reply
  • 39 views
angela_domenichelli
katie_b
cmultanen
Chelsea.holfield
kstim
+11
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    angela_domenichelli
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    katie_b
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    cmultanen
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    Chelsea.holfield
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    kstim
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    rachelhibbardtmo
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    grace.cleary

katie_b

We would like to see the ability to report on the template used in timeline activities. Our specific use case is around risk escalations and we want to be able to segment the activities by the escalation type without asking our CSMs to fill in another manual field. If we could report on the escalation template they select, we’d have the information we need with no additional effort.

1 reply

dayn.johnson
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  • 647 replies
  • March 19, 2025

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