Global Timeline with "My Accounts" section

  • 4
  • Idea
  • Updated 2 months ago
  • (Edited)
Many times it is hard to see what accounts we are relating activities to because we can only see the name in the search view when relating an activity to an account. It would be nice to allow the search view to include other account attributes like account number, etc. ALSO a big win for us would be to add a "My Accounts" dropdown based on account owner so that we can quickly choose which account we want to relate an activity to instead of searching for it. It would just be nice to quickly select my accounts instead of having to search for them. Not sure what's the best way? Any other thoughts?  
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Andrew Cummins, Champion

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Posted 2 months ago

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Sagan Sherlin, Champion

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+ 1 on the ability to search by Account Number! Also, shamelessly adding my link -  For being able to do a Search Contains, rather than Starts with in this section as well.