The new update to Timeline allowing an entry to be logged to multiple CTAs and/or companies/relationships is great.
One thing that is lacking is the ability to map a Timeline entry for a CTA for Company A AND Company B.
You can add an entry multiple companies yes, but it goes to the general timeline.
You can add an entry to multiple CTAs, but ONLY if they are associated with the same Company ID you’re creating the ‘original’ Timeline Entry on.
I tried creating a Timeline entry for Company A and associating it with Company B, then going to the Timeline for Company B and adding a CTA for Company B, but I still only had the option to link it to a CTA for Company A.
Forget going to the generic timeline (for all activity) as you need to select a Company or relationship first before you can add associated records.
This would be useful if you carry out an activity (such as a call or update) that was held for a Parent Company, and you want to map it to a child company record as well, or even just multiple child companies. That’s just one example.