Hello, I would like to see the ability to customize timeline activity fields specific to a relationship, regardless of whether the activity type is global. For example, we have “Update” as a global activity type. Because it is global, I am unable to edit it in the “configure for” at the relationship level. When I wish to add a relationship-specific field, I must add it to the global Update activity. Because of the reports, dashboards and other infrastructure built off the Update activity type, I do not wish to create a new relationship-specific activity type.
Edit Timeline Fields by Relationship
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Reporting category will then help to tie them together for reporting/ analytics purposes.