Can the Person list view be organized in some way to easily choose the contacts for the org chart? Filter/sort by title, # of Timeline entries, CRT as a way to quickly identify the contacts to add into the Org Chart view.
Frequent timeline entries is a great suggestion. If you are already meeting regularly with the contact and logging entries, surfacing those contracts first with some intelligence would be helpful! Or perhaps it prompts the CSM to track those individuals that are frequently entered on the timeline, recommending them by surfacing first.
@katerina_nemcova_9fa1af ,
Highliting frequent timeline attendees is a great suggestion and we were already thinking along those lines! We do have plans to give different view of the Person list based on filters like this.
Thanks,
Kunal
Highliting frequent timeline attendees is a great suggestion and we were already thinking along those lines! We do have plans to give different view of the Person list based on filters like this.
Thanks,
Kunal
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