Ability to Show Only Related Timeline Activities in the CTA Details

Hi @jessicatang just ran across this setting the other day in Call to Action Admin → Show all Company activities in CTA.  Wondering that might be what you need?

Hi @hea

Hi @heather_hansen , oops I accidentally hit send too early on my above reply 😅.

Thank you for sharing this! I don’t think is quite the functionality our CSMs are looking for. 

We’re hoping to have a way that filters out all Timeline Activities except the ones associated to that CTA using the “Associated Records” on Timeline OR the CTAs created off of Tasks on Timeline Activities. 

Ah gotcha. I voted.  :)

Hi Heather! Following up because I did make an update. I had to toggle this off at the Relationship and it filtered out all of the Relationship activities. I think this is the more efficient UX at the moment, but still think it would helpful to be able to filter between the two - see all Activities or just the ones related to the CTA.