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Report on Activity Timeline WITH Note Template

  • 28 December 2021
  • 4 replies
  • 86 views

Userlevel 7
Badge +1

Note Templates are great. Would love to be able to report on activities that used a note template since we cannot enforce the use by Activity Timeline and can really only provide guidance. 


4 replies

Userlevel 6
Badge +1

Is this the right place to point out Defaulting a Timeline Template as admin based on the Activity Type? :grin:

Userlevel 7
Badge +1

Is this the right place to point out Defaulting a Timeline Template as admin based on the Activity Type? :grin:

Make a new Idea I think - I’ll vote for it!

Badge

We are using note templates for our account transitions scenarios and can not report off of which scenario the CSM picked. This is a huge miss in my opinion

Userlevel 7
Badge +2

@davebrown2242 is this what you had in mind? 

 

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