Today, when creating a Timeline activity, the fields available in the “New Activity” layout are limited to fields that exist on the Activity object itself. There’s no way to surface or edit Company or Relationship attribute fields directly in the activity composer the way you can in a CTA.
This creates friction for common workflows where CSMs are already logging an activity specifically because they are updating the health, risk, or status of a Relationship or Company. The activity and the attribute update are tightly connected in intent, but the UI forces them to be handled separately.
For example:
- A CSM logs a Timeline activity to capture a risk discussion
- They also need to update Relationship fields such as risk reason or recovery status
- Today, those fields can’t be shown or edited in the Timeline activity itself
- The CSM must either navigate away to the Relationship record or use a CTA instead, breaking flow
The idea is to extend Timeline activities with a Linked Object capability similar to CTAs, allowing admins to optionally surface selected Company or Relationship fields in the Timeline “New Activity” layout:
- Allow specific Company/Relationship attributes to be displayed and editable in the activity composer
- Values would write back to the source object (Relationship or Company), not live only on the Activity
- Scope this to admin-configured, explicit fields (not a free-for-all)
- Keep existing Activity custom fields as-is for notes that are activity-only
This would:
- Reduce context switching for CSMs
- Improve data accuracy by updating attributes at the moment they’re discussed
- Make Timeline a more natural place to capture outcome‑based interactions, not just notes
- Align Timeline more closely with how CTAs already support linked object updates
Admins who don’t want this complexity could simply leave it disabled, but for teams relying heavily on Relationship health and risk tracking, this would remove a major usability gap.