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Customer experience | Sales, Customer Insights,...
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Default Filter of the Timeline to be Notes only

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Posted on by 65

Hi all, 

I had a requirement to set the Default filter of the timeline to be notes only can this be achieved in any manner or is there any workaround for the same.

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  • Suggested answer
    Inogic Profile Picture
    651 on at
    RE: Default Filter of the Timeline to be Notes only
    Hi Vidit,
    Yes, you can default the filter of the Timeline to show only Notes. You need to open the timeline properties of the form and then you can select whether you want to display only activities or only notes. Please refer to the below screenshot to show only notes in the timeline.
    7870.image008.png
    Hope this helps!

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