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anna-whitehouse
Contributor ⭐️⭐️⭐️⭐️
July 1, 2022
New Idea

Make Timeline Activity Note Templates available when logging Timeline Activities through CTAs

  • July 1, 2022
  • 1 reply
  • 30 views

My team loves Timeline Activity Note templates, but they are not accessible when logging a Timeline Activity via the “Timeline” tab within the CTA. We want all activities associated with a particular CTA to be associated with that CTA, but we need to be able to use the templates as well.

 

This seems like an oversight. Is there a quick fix? 

1 reply

mpatra
Helper ⭐️
July 11, 2022

Hi @anna-whitehouse ,

 

Would you be talking about the section in the Screenshot shown below?

 

We allow Note Templates in Timeline Tab on the CTA Details page. Let me know if this is not what you were looking for.

 

Thanks,

Monica

Monica Patra | Senior Product Manager| Gainsight