My solicitors really like the Timeline tile and find it to be a great overview of their prospect's activity. One of them recently suggested that it would be even more helpful if the Events row showed a different colored dot when the constituent had attended an event versus just when they had been invited to an event. A small improvement that would make a BIG difference!
Hello,
We've modified the logic for the "Events dot" on the timeline to show a partial dot if the constituent has RSVP'd as Attending (Registered from database view) and a full dot if they have Attended. You can see more information in last week's What's New about this new feature.
Thanks,
Samantha McGuin
Principal Product Manager
I agree that the Timeline should be editable. We need to exclude certain funds and want to see only events attended.
I agree - or perhaps dont even show it if they didn't attend
Make Timeline Dots part of a Legends function (currently in RE7...no clue if it's planned to be part of NXT, but if not, NXT will certainly be taking a step backwards from the DBA perspective).
I agree with this and would suggest that the Timeline should be editable in the gifts field as well as the act that prospects have attended an event