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Configure timeline filter to exclude marketing interactions by default

Emma Eerdmans on 5/23/2023 8:45:08 PM

Add the ability to configure timeline filter to exclude marketing interactions, or other record types, by default.

Category: Email
STATUS DETAILS
Needs Votes

Comments

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RE: Configure timeline filter to exclude marketing interactions by default

Nathan VALLEE on 4/25/2024 2:26:01 PM

Would be a great addition !

Category: Email

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RE: Configure timeline filter to exclude marketing interactions by default

Laura Herbert on 4/9/2024 2:37:09 PM

Giving this a boost as well as it would be a great way to set a default filter to counterbalance the possible activity overload on a contact's/lead's timeline.

Category: Email

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RE: Configure timeline filter to exclude marketing interactions by default

Pierre-Olivier PUJOL on 4/9/2024 1:09:10 PM

would be so cool !

Category: Email

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RE: Configure timeline filter to exclude marketing interactions by default

Rafael Pennese on 10/4/2023 11:03:07 AM

Excellent idea!

I'm surprised this is not available and that there are so few votes...


For clarity, this is about filters and sub-filters that can be set by the user for marketing interactions. The idea is to enable/disable them by default in the form settings.


e.g.

Marketing interaction status

Cancelled

Check-in

Clicked

Delivered

Opened

Registered

Sent

Submitted

Visited

Marketing interaction types

Web page

Forms

Event

Email


Here's the description of the issue on Dynamics 365 community forum:

https://community.dynamics.com/forums/thread/details/?threadid=4a3d6f07-079e-4afe-adc0-d0830daa8251

Category: Email