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.
Add other account attributes to Global Timeline search
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Interesting use case@reggie_yu_gazmen - let’s see what input @nitisha_rathi has on this idea.
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
Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.
Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.
Can we do the same with Gainsight Assist?