Relate Timeline Activity to Account Shows Prospects (Pool)

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  • Problem
  • Updated 2 days ago
We have noticed that the search field for relating Timeline Activities includes prospects, even though those aren't included in the main search bar:





This is making it difficult for our CSM's to choose the correct account when entering on Global Timeline.  

What is the source object for the search field in Global Timeline "Related To" field?
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Kate Green, Champion

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Posted 6 days ago

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Kate Green, Champion

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I have also noticed that the search field does not allow you to type in an apostrophe, which many of our clients have in their name, preventing us from finding the right client. 

In addition, only 15 results display, and since the results are crowded out by prospects and retired accounts, this means we can't always find the accounts we need. 
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Sunand Padmanabhan, Employee

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Thank you for reporting this, fix will be available soon.