Default Timeline Activity

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  • Idea
  • Updated 6 months ago
Would be great if you could default a timeline activity type to a CTA type.  For example, we have an activity type for EBR Notes, and we're having issues with the CSMs just leaving the default as Account Note instead of clicking the dropdown to select the appropriate one.  We have similar activity type for Risk Notes and On-boarding as well, so would be great to be able to default to the appropriate Timeline activity.  Maybe that's an addition to the Actions page on the Rule?
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Heather Hansen, Champion

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Posted 6 months ago

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Sai Ram Pulluri, Official Rep

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Hi Heather, We have planned a lot enhancements on Timeline in 2018. I am redirecting this to our product team,will update you here once this is taken up.