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New Idea

Add Source to Activity Timeline advanced filters

Related products:CS Timeline & Activity Tracking
  • April 7, 2025
  • 1 reply
  • 17 views
angela_domenichelli
heather_hansen
kstim
romihache
dayn.johnson
+2
  • angela_domenichelli
    angela_domenichelli
  • heather_hansen
    heather_hansen
  • kstim
    kstim
  • romihache
    romihache
  • dayn.johnson
    dayn.johnson
  • dcassidy
    dcassidy
  • elyna.k

We have emails syncing from Salesforce automatically as well as those that are logged by the CSM through GS Assist on the Timeline. Would like the option to filter out Salesforce synced activities and only look at the ones manually logged by CSMs but are unable to do so as the Source field is missing from Advanced filters on Activity Timeline. It would be nice to have parity with the field as we’re able to use it in Rules Engine.

 

Source not available in Timeline Advanced filtering:

 

But Source is available in Rules Engine

 

1 reply

angela_domenichelli
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 245 replies
  • April 7, 2025

Great idea!  We often hear there is a need for parity with Salesforce and also that the Timeline is too cluttered.  This would go a long way to improving user experience, giving them the best of both worlds.


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