It would be helpful to see all of the changes made for clients the advisor is assigned to throughout the day in a summary format rather than just getting multiple automatic e-mails when an address or other piece of information is changed.

All changes to an activity, whether by yourself, or a change via retriever, or by someone logged in as you (via whatever ways you have that established) all show up as if the same person made the changes. It should be noted as to who made such changes.

I would like to be able to see a report for each activity based on the timeline information. For example, it would great if we could pull a report for all activities that have not been updated in the last 2 weeks.

You cant see related contact in the timeline next to an activity or note. It would be best for the team a contact showed in the timeline for each entry

Being able to view tag/keyword deletions or additions in timeline is necessary.

A client had a date of death added a few days ago but when I look at the client timeline I can't tell who did it or when it was changed. That seems like an obvious item to add to the timeline.

I would like a Search feature (by date) on the TImeline with the information/data that was changed. For example, I would like to see changes between December 4-7, 2017 to any contact/client profile and which user made the changes. It would be helpful to see what was changed (the old and new data).

It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited

On Timeline WIndow allow Filter to select multiple types e.g. Notes and Activity and Email but not others

I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.

When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.

Every time you have a meeting / phone call / email with a client this would show in a visually appealing and easy to follow stem chart the decisions and action steps that were taken after each interaction. This would give a lot more utility to the currently disjointed hodgepodge that the current timeline is. Included in this should be enhanced filter capabilities so that you can really see only the data that you are interested in.

Add a dropdown box to the Timeline allowing you to sort by user (just like you already have on the dashboard for activities).

I often just want to review the things my assistant did in my redtail database, but it's cluttered with all of my activities, which I don't care to review.

Comments on notes should show up on the timeline - they are typically important updates on previous items.

Thanks!

Need option to hide information not pertinent to our daily business....saves us time