Topics started by jrosenbloomcs
We use a “meeting type” field in our Timeline entries for various activities, such as Webinars, Proactive Outreaches, Tech Assists, etc.. When a users creates an entry using Email to Timeline, the field must be set after the fact. Users have requested a filter to be added to the Activity Timeline that would allow them to see only those timeline entries where the value is set to Null. Additionally, there is a request to have a custom view to the Activity Timeline so that filters can be retained.
The current limit is 2MB for templates in Journey Orchestrator. We need to send out attachments that are between 2-4MB in size frequently and have to either info from the content or lower the quality to make it compliant. Please increase the limit to at least 10 MB.
My team frequently uses Email to Timeline to log meeting notes, etc. We have added a Meeting Type picklist to Email, Call and Meeting tasks so that we can drill down on specific activity types. The team will frequently go back and fill in the correct Meeting Type daily or weekly, however there is no way to see the Meeting Type field from the Activity Timeline view. To help with the issue, I created a Timeline Activity report which does allow them to see the “Meeting Type” field, however when we click on the link to the Timeline entry (using the subject field), there is no ability to edit. This is the view that a Timeline Activity report links to.
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