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 [i]sticky, so that they can automatically come back to the view of Timeline that's relevant for [i]them.
Sticky-Filter Global Timeline by Account Field
CS Timeline
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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
Thanks!