I’m absolutely loving the new feature where we can log Automated Program activities to our C/R360 so that our CSMs are able to view any automated emails sent out by JO! This has really increased awareness of the programs we have sent, and ensures CSMs aren’t manually sending emails at touch points that are automated for them.
One enhancement that would make this feature even more useful is being able to use the Global Timeline to filter to Automated Program and view all Automated Program activities logged across a CSM’s portfolio.
For example: we have emails sending to Company Person(s) and being logged at the C360 level each time a new user accesses the product for the first time. Our CSMs would like to see at a glance all messages sent out on some cadence (daily, weekly, whatever), which having a timeline filter for Automated Program across companies & relationships would help with.
I do recognize that creating a report that surfaces Timeline Activities where Type = Automated Program and adding it to a dashboard is a workaround, but wanted to raise the idea anyway, as I think it would create a more intuitive user experience for this particular use case & others!
