Some business cases for relationships change and we are moving away from a Relationship in GS but we want to retain the timeline entries as it still pertains to the account. It would be really great to have an option to either move/copy or make available the relationship level entries within the customer level timeline. For now I have created a report to display on the C360 for all entries but that is redundant and does not look as good as the timeline feature.
Ability to make timeline entries on the relationship level also available to customer level
CS Timeline
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We are working on showing relationship activities in customer timeline and this should be available in April release.
Thanks,
Nitisha