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BryceFoutz
Contributor ⭐️
September 28, 2022
New Idea

Have the ability to increase the associated record account limit to more than 10.

Related products:CS Timeline & Activity Tracking
  • September 28, 2022
  • 2 replies
  • 92 views

Right now we have “pod” meetings where we have an internal call and discuss many accounts in the same call. When we go to log the activity to the timeline we would like to have the ability to associate to all account records discussed so the system does not create multiple activities and inflate the work being done by our team. As of now we can only associate 10 account records and this is causing us to copy and paste and create multiple duplicate timeline records

    2 replies

    clmonteleone
    Contributor ⭐️
    January 31, 2023

    Similar need, we have consortiums with 25+ companies/accounts that we need to be able to associate to an activity (appointments primarily).  Not all companies in the consortium always attend so need to be able to discretely track what campuses/companies were a part of the meeting.

    brandihammel
    brandihammel
    Contributor ⭐️
    April 17, 2023

    Our internal sales and training teams meet with our CSMs monthly to discuss shared accounts. We need to be able to tag all of the accounts discussed so the team does not have to copy and paste timeline entries. The limit of only 10 records is frustrating for my team and wastes their time to have to populate things more than once.

    Brandi Hammel, MBA, PMP
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