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Hi,
as our support organization has started to utilize the Case Module and using emails and portal comments we see now that the sales people working on Account and Contact entity se a bunch of Case related activities that is not of interest for Sales Persons and their own email conversations with customers are swallowed by all Case conversations.
So is there any solution to add a filter to the Time Line to remove some type of emails?
regards
Martin
Did anyone find a solution to this?
Hi partner,
Sorry that it was by designed :-(
As you can see in the picture, this roll up feature caused that we could see the case activities in account/contact form and it is locked.
Best Regards,
Leo
Hi Leo,
yes that would all be fine, but that would result in no email activities would show at all, that sales person needs to be able to see sales related activities (emails) but no emails generated from Cases. So how can this be achieved?
regards
Martin
Hi partner,
If you want to hide the email and comments in timeline, you could customize this in form editor.
change the "show these activities" to "show selected" and do not select email and comments.
Hope it helps.
Best Regards,
Leo
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André Arnaud de Cal...
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Martin Dráb
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