I would like to be able to filter on the source field (highlighted in the screengrab) This source field is accessible when reporting on the Timeline object - though not possible to filer via Timeline UI.
Two use cases we have that would benefit from filtering on Source field in Timeline UI
- Currently we’re syncing Salesforce activity into Timeline, and being able to include/exclude Salesforce source data would be a neat enhancement. We have Sales people who log calls in Salesforce and don’t use Gainsight. Being able to sync to Timeline is great.
- We also encourage CSMs to update Timeline via Success Plans. When they do this correctly, the source -= Success Plan name. Being able to filter specifically on these entries would be super useful.
