Adding fields to Timeline Activities

Related products:CS Timeline & Activity Tracking

Forum|Forum|9 years ago
November 30, 2016
26 replies
600 views

When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox. Is a "Picklist" type field anywhere in future plans?

I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields.

journey orchestrator

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brittany

Contributor ⭐️⭐️⭐️⭐️⭐️

+1 for multi picklist capabilities in custom fields on the activity. Similar to Heather, it would be great to capture which product or workflow was discussed in the activity. This would allow for consistent reporting and allow us to see where we need to invest in more documentation or training materials if certain topics are recurring in needing extra CSM handholding.

hardik_mota

Helper ⭐️

My customer (Laura Lynch) from Handshake (Stryder) company is also looking for multi- select picklists drop-down category, which can be used in the activity.

Hardik

hardik_mota

Helper ⭐️

+1 for another company name as "Classy"

Hardik

emily_geary

Contributor ⭐️

+1 for Multiselect field options in Timeline. A CSM may cover multiple topics in one meeting. At this point they must create new activity entries for each topic, which is time consuming.