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New Idea

Ability to report on Template used in Timeline Activity

  • March 1, 2024
  • 1 reply
  • 41 views
ky_powell
  • ky_powell
    ky_powell

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.

dayn.johnson
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  • March 19, 2025

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