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sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
April 19, 2018
New Idea

Help. Is it possible to roll up Timeline Activites from the Child Account to appear on the Parent Account?

  • April 19, 2018
  • 14 replies
  • 309 views
Hi!  So we have items that happen on the child account - but we also want to roll up to the parent account, as a summary (if you will).  Wondering if someone has done this, and if so - would you mind sharing how? :)

Thank you!

      14 replies

      Show previous replies
      ilaydaonbilgin
      Contributor ⭐️⭐️
      May 2, 2020

      Hello @tracyhigginsyoung 

      We do have exactly same use case and looking for the solution as well. In our case, we are not using Relationships @lila_meyer 

       

      Thanks,

       

       

        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        May 26, 2020

        We are planning to give the option to add a single activities on multiple contexts. So you can create an activity on parent account and add child account as linked contexts. The activity will then show up on all three Timelines. This is tentatively planned for Q3/ early Q4.

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          June 5, 2020

          @All, changing this to idea post for better tracking purposes. 

          tracyhigginsyoung
          Contributor ⭐️⭐️⭐️
          October 27, 2020

          We have created a workaround by Creating a Customized View of the Global Timeline with filters.  See image.  This is a viable solution for us but wish we could “clone” these views rather than having to re-create and customize each one. 

           

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