Question
Relate Timeline Activity to Account Shows Prospects (Pool)
We have noticed that the search field for relating Timeline Activities includes prospects, even though those aren't included in the main search bar:
This is making it difficult for our CSM's to choose the correct account when entering on Global Timeline.
What is the source object for the search field in Global Timeline "Related To" field?
This is making it difficult for our CSM's to choose the correct account when entering on Global Timeline.
What is the source object for the search field in Global Timeline "Related To" field?
Reply
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