Ability to Report on Internal Attendees from Activity Timeline

Forum|Forum|9 years ago
September 6, 2017
20 replies
262 views

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.

Show previous replies

cmultanen

Helper ⭐️

+1, would love an update/projected ETA on this.

A

aoconnell

Contributor ⭐️⭐️⭐️

I would also love an update on this!

hardik_mota

Helper ⭐️

Hi Team,

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

Best,

Hardik

Hardik

jessica_countess

Contributor ⭐️⭐️

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.

diana_luo

Contributor ⭐️⭐️⭐️⭐️

We are interested in this feature as well, thank you!

irit_eizips

Helper ⭐️

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...).

sai_ram

Expert ⭐️⭐️

@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!!!

HollySimmons

Helper ⭐️

@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