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jenlpro
Helper ⭐️
March 31, 2023
New Idea

Add a filter for "Automated Program" to Global Timeline [Show Company/Relationship Activities]

Related products:CS Timeline & Activity Tracking
  • March 31, 2023
  • 11 replies
  • 272 views

I’m absolutely loving the new feature where we can log Automated Program activities to our C/R360 so that our CSMs are able to view any automated emails sent out by JO! This has really increased awareness of the programs we have sent, and ensures CSMs aren’t manually sending emails at touch points that are automated for them.

One enhancement that would make this feature even more useful is being able to use the Global Timeline to filter to Automated Program and view all Automated Program activities logged across a CSM’s portfolio. 

For example: we have emails sending to Company Person(s) and being logged at the C360 level each time a new user accesses the product for the first time. Our CSMs would like to see at a glance all messages sent out on some cadence (daily, weekly, whatever), which having a timeline filter for Automated Program across companies & relationships would help with.

I do recognize that creating a report that surfaces Timeline Activities where Type = Automated Program and adding it to a dashboard is a workaround, but wanted to raise the idea anyway, as I think it would create a more intuitive user experience for this particular use case & others!

11 replies

bradley
Expert ⭐️
July 29, 2026

One of the main things I was looking to do with the newly released Admin Views on Timeline, was to be able to filter out Program emails with and admin view. In another “nobody could have possibly anticipated this” swing and a miss, Admin Views don’t support filtering out Automated Programs :(

The lack of reporting on emails in timeline which was flagged as a problem before the feature was even released: 

(behind the product council group “access gate”)