Global Times Filter by CSM

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  • Updated 3 months ago
User stories: 
As a CSM I need to filter global timeline activities by the Customer Success Manager to see activities for accounts in a book of business so I can understand actions taken by a CSM I am covering for.
As a CSM Manager I need to filter global timeline activities by the Customer Success Manager to see activities for accounts in a book of business so I can understand actions taken by a CSM who reports to me.
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Angela Domenichelli

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Posted 3 months ago

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Sagan Sherlin, Champion

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Hey Angela, the Global Timeline does have an "Author" filter.  Which we use when wanting to looking a single users Timeline entries for various accounts that they are assigned to.  Would that work?  Or are you having a report built and to be viewed in the Dashboard area?
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Angela Domenichelli

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Thanks for following up, Sagan.  We think the CSM filter will be useful so the information for an entire book of business will populate.  Because about 100 accounts change CSM assignments each week, the author of an activity is not the best search to use to learn the history of a CSMs current book of business.