Timelane Tab custom filters

  • 2
  • Idea
  • Updated 3 months ago
  • Under Consideration
We would like to have the ability to filter on custom fields from Account object activities in the Timeline tab.

One of our CSM's has a focus on a certain type of customer (denoted by a custom field on the Salesforce account layout) and he'd like to be able to filter for the activities on this custom field.
Photo of Morgan Albright

Morgan Albright

  • 290 Points 250 badge 2x thumb

Posted 3 months ago

  • 2
Photo of Kate Green

Kate Green, Champion

  • 5,706 Points 5k badge 2x thumb
Agreed - we could then just display all of the activity around accounts in a certain Tier or Segmentation depending on who the CSM is.
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 12,366 Points 10k badge 2x thumb
Hi Morgan/Kate, We have this in our short term road-map. Will update here once we push for release. 

Thanks for posting!