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dan_ahrens
Expert ⭐️⭐️⭐️
September 26, 2017
Released

Add more filters and search to timeline

Related products:CS Timeline & Activity Tracking
  • September 26, 2017
  • 12 replies
  • 173 views
Now that we're starting to have more activities recorded in timeline there are a few filter/search use cases that would make finding information easier:

  • Ability to filter by date - this could be helpful when looking for information within a specific timeframe 
  • Ability to search/filter by activity creator - this is useful when looking for entries only created by the previous CSM or only created by a specific contributor
  • Ability to search for internal or external attendees - this is helpful when trying to determine which meetings a specific person attended or how often that person was involved in an interaction
These additional search/filter options would help as the current text search appears to only operate on the title of the activity and the text of the activity entry. 

12 replies

sai_ram
Expert ⭐️⭐️
October 3, 2019
Hi All, I really appreciate your patience here. I heard good news from the product, saying, they have added this enhancement to a high priority product road map and will be available soon.

Cheersss!!!

Helper ⭐️⭐️⭐️
October 20, 2020

Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, Timeline filter functionality includes quick options to filter by Activity Type and Date, as well as Advanced Filter options.

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!