Make Account Timeline Filters Sticky
CS Timeline
My team is requesting that the Timeline filters on the Account be sticky as well. I saw a request for that on a the Global timeline, but not one for the account timeline.
https://community.gainsight.com/conversations/make-global-timeline-filters-sticky-5be1d2dee4b067063e68bb7a
https://community.gainsight.com/conversations/make-global-timeline-filters-sticky-5be1d2dee4b067063e68bb7a
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Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, the new View functionality gives users options to save applied filters and quickly select them at a later time. Users can save a new view by either selecting the Create New View option from the view dropdown or by clicking the Save As New option that displays when filters are applied to the Timeline List View.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!