Is there a way to give a CSM a view of all the drafts they have open in Timeline, regardless of which customers they're for? We just launched Timeline with our CSMs yesterday and I already got this request. I can certainly imagine a CSM forgetting which notes they were working on, and wanting to come back to them after they may have closed the browser tab.
I tried to do it via Reporting, but I don't see a "Status" field on the "Activity Timeline" object.
"All My Drafts" view for Timeline
CS Reports & Dashboards
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We are working on the global drafts i.e. common drafts across all customers and contexts.
After we implement this, users will be able to see all drafts in one common place and will be able to edit all activities from all places. E.g. Activities created from CTA will be editable from C360 timeline. This will be available post fall release.
Thanks,
Nitisha
Do you think a lot of updates are not posted by the CSMs (and remain as a draft) because only in this case, viewing drafts of previous CSM will become important.
Thanks,
Nitisha
Beyond that, I don't have the impression that our team leaves lots of things in Draft, but you could build something around "the CSM for an Account can view all drafts".
In cockpit > top right icon, all drafts created via CTAs of all account and relationships will be visible.
In global drafts (coming in April release), all drafts created via C360, R360 or cockpit of all account and relationships will be visible.
Thanks,
Nitisha