header
Solved

Timeline Reporting: To BCC or Not to BCC, that is the question

  • 29 September 2020
  • 3 replies
  • 86 views

Userlevel 3
Badge

I’m looking to create some new reports surrounding Timeline entries but I want to differentiate between the timeline entries that were created via the BCC to Timeline tool and the entries that were manually entered. Is this possible?

icon

Best answer by katie_b 8 October 2020, 18:30

@jean.nairon is correct. There is a field called Source on the Activity Timeline object. Depending on whether you’re BCC’ing with the email address, or via the Chrome Plugin you’ll look for sources of INBOUND_EMAIL or CHROME_PLUGIN in the source field.

View original

3 replies

Userlevel 5
Badge +1

@jean.nairon is correct. There is a field called Source on the Activity Timeline object. Depending on whether you’re BCC’ing with the email address, or via the Chrome Plugin you’ll look for sources of INBOUND_EMAIL or CHROME_PLUGIN in the source field.

Userlevel 7
Badge

Hi @shane_mccoy - I haven’t created a report like this for a while but I believe there is a column called Source in the Timeline Activity object that tracks where the activity came from. 

Userlevel 3
Badge

@jean.nairon is correct. There is a field called Source on the Activity Timeline object. Depending on whether you’re BCC’ing with the email address, or via the Chrome Plugin you’ll look for sources of INBOUND_EMAIL or CHROME_PLUGIN in the source field.

Thanks Katie!

Reply