Response from Customer

Add other account attributes to Global Timeline search

  • 7 October 2020
  • 6 replies
  • 61 views

Userlevel 3
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From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.


6 replies

Userlevel 7
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Interesting use case @reggie_yu_gazmen - let’s see what input @nitisha_rathi has on this idea.

Userlevel 1

From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.

This would be very helpful when I have a child account that has the same name as the parent (which happens...) +1 from me

Userlevel 7

Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.

Userlevel 7
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@nitisha_rathi what about SFDC Parent-Child accounts when not using Relationships? 

Userlevel 7

@ana_g Do you want to associate an activity with both parent and child account?

Userlevel 7
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@ana_g Do you want to associate an activity with both parent and child account?

 @ana_g did you get a chance to view the comments here?

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