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New Idea

Improve reporting on Associated Records for Timeline Activities

Related products:CS Timeline & Activity Tracking
  • September 27, 2024
  • 0 replies
  • 7 views

cmultanen

Currently, there is no easy way to report on if a timeline activity is only logged to the Company but not the Relationship via an associated record.

The Problem:
Our CSMs work primarily on the Relationship-level but use the Gong integration which only logs to the Company-level. We have provided instructions and guidance on how to associated a Company activity to the Relationship but discovered that the Activity Timeline object does not have any fields for Associated Records. This made it difficult to show CSMs which calls needed to be connected to a Relationship vs which ones had already been logged.

Short term solution:
I was able to build built a data designer with the Activity Associated records - All object but this is not an ideal solution because it does not support lookups, requiring additional steps and clicks for the CSM.  

I feel like there should be a more turnkey solution for determining if an activity is only lives on a Company record. 

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