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cinco_coates
cinco_coates
Contributor ⭐️⭐️⭐️
September 6, 2017
New Idea

Ability to Report on Internal Attendees from Activity Timeline

Similar to Melissa's recommendation in "Need the ability to report on external contacts within Timeline Activity," it'd be nice to have the ability to report on Internal Attendees from the Activity Timeline.

Use Case: My technical team (TSMs) often join CSMs on phone calls, emails, etc. I would like to run a report and see how often my team is listed on an Activity as an "Internal Attendee" to help understand our impact. 

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      cmultanen
      cmultanen
      Helper ⭐️
      January 10, 2019
      +1, would love an update/projected ETA on this.

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      aoconnell
      Contributor ⭐️⭐️⭐️
      January 10, 2019
      I would also love an update on this!

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        hardik_mota
        hardik_mota
        Helper ⭐️
        March 12, 2019
        Hi Team,



        We are getting multipl request for this feature. Can we please priortized this one and let us know the ETA ?



        Best,

        Hardik

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        Hardik
          jessica_countess
          jessica_countess
          Contributor ⭐️⭐️
          March 13, 2019
          Our use case for reporting on Internal Attendees:

          1) Would like to measure the # of meetings that are attended by CSM team. (and see volumes grouped by onsite, meeting, email, etc)

          2) Would like to understand how often each member of Exec team has joined customer meetings. We have a goal to increase exec level interactions, and this will help us to create visibility to the trend.

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            diana_luo
            diana_luo
            Contributor ⭐️⭐️⭐️⭐️
            March 26, 2019
            We are interested in this feature as well, thank you!

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            irit_eizips
            irit_eizips
            Helper ⭐️
            April 20, 2019
            It would be nice to be able to search on it within the timeline UI and not just reports. We also werent able to sync it with Tasks or Events (maybe because its a multi select field...).

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            sai_ram
            sai_ram
            Expert ⭐️⭐️
            June 11, 2019
            @ALL,

            Internal Attendees and External Attendees fields: The Activity Timeline object is now enhanced with two new fields; Internal Attendees and External Attendees. These fields return the list of internal and external attendees (respectively), who attended a particular meeting.

            This feature is avialbe now please refer to this article for more inforamtion.

            @All, thanks for posting and happy posting!!!

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            HollySimmons
            HollySimmons
            Helper ⭐️
            June 1, 2020

            @sai_ram the results of these fields are comma separated strings, if I wanted to split by internal attendees but only have one person on each row how can I do that? 

             

            Example:

            X attended 3 meetings on their own
            Y attended 2 meetings on their own
            X & Y both attended 1 together. 

            Current output: 

            X - 3
            Y - 2
            X, Y - 1

            Desired output:
            X - 4 
            Y - 3

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              HollySimmons
              HollySimmons
              Helper ⭐️
              October 30, 2020

              Bumping this thread - does anyone have any recommendations for how to achieve the above…?

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              mvartaniancci
              Contributor ⭐️
              October 7, 2021

              @HollySimmons   I am in a situation where I need the same output that you described last year.  Did you ever come up with a solution?   

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