Sticky-Filter Global Timeline by Account Field

  • 10
  • Idea
  • Updated 2 months ago
  • Under Consideration
For the new Global Timeline tab to be really useful, my CSMs would want to be able to filter it for just their Accounts, and my Implementation Consultants would want to filter for just those Accounts where they are the 'IC' AND the Account Lifecycle Stage is "Onboarding". (All of these are fields on the Account.)

Right now, they can only filter by Activity Author, but that doesn't give them visibility into "what's going on for my accounts?" or the ability to search for "where was that note about an upsell that I remember someone put on an Account last week but I forget which Account..."  Nor does it give a manager access to, "What's going on on this person's Accounts?"

Also, the filter should be sticky, so that they can automatically come back to the view of Timeline that's relevant for them.
Photo of Seth

Seth, Employee

  • 14,480 Points 10k badge 2x thumb

Posted 5 months ago

  • 10
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,556 Points 10k badge 2x thumb
Hi Seth,

This exactly is our plan. We plan to give the capability to add advanced filters from account, customerInfo, relationship and custom fields of ActivityTimeline objects. We will also give the capability to save these filters as views (similar to Cockpit). This is in our short-term roadmap, I will post more updates here as we make progress.

In medium-term, we will also give admin the capability to push views to all or group of users (both in Timeline and Cockpit).

Thanks for posting,
Nitisha
Photo of Seth

Seth, Employee

  • 14,480 Points 10k badge 2x thumb
Beautiful! Thank you, Nitisha.
Photo of Heather Landgraf

Heather Landgraf

  • 1,174 Points 1k badge 2x thumb
I second this - a manager would also like to see their entire portfolio or a specific person if they are having a review.  Or exec might like to see an entire region.  Ability (for even admin) to add additional fields for filters would be great.  then like cockpit, save the filters as set views.
Photo of Manmeet Dosanjh

Manmeet Dosanjh, Champion

  • 3,932 Points 3k badge 2x thumb
+1 I was actually going to suggest this same idea. Thanks Seth!
Photo of Kate Green

Kate Green, Champion

  • 5,706 Points 5k badge 2x thumb
Definitely would help our team if the filter was sticky... currently, they have to reconfigure the filters each time they navigate away from the page.

Thanks!