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Timeline Search by Owner of Activity

Hope Collins on 11/11/2021 1:54:19 PM
Users would like the ability to search by the activity owner in the Timeline for all record types. The Timeline get's congested when more than one team is working with a customer, so search would give them the ability to see their own last interaction with a customer.
Category: Account, Contact, Calendar and Activity Management
STATUS DETAILS
New

Comments

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RE: Timeline Search by Owner of Activity

Cherry Dollison on 2/10/2025 7:01:48 PM

We would want this feature (filter by owner) on all timelines of all types of records.

Category: Account, Contact, Calendar and Activity Management

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RE: Timeline Search by Owner of Activity

Louis Welcomme on 5/12/2023 11:51:04 AM

Absolutely essential for any sales CRM - the ability to filter by owner as well as any custom fields such as an Appointment, Email or Phone Call type e.g. different kind of business development activities.

Category: Account, Contact, Calendar and Activity Management

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RE: Timeline Search by Owner of Activity

Abid Karim on 3/22/2023 9:54:03 PM

We would like to see filter to see my touches (post, notes, activity, ...) as we have multiple teams touching an account. The timeline is getting very congested, and users need to see their touches only.Add Filter Created by Me or Created by Equals Current user

Category: Account, Contact, Calendar and Activity Management