filter timeline by user
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.
Matt R
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Jane Bolger
commented
As an admin I need to clean up our database periodically and everything I do shows up on other users "Today" Timeline feature. I then get questioned by them as to what I did, which is not necessary or any of their business. I think the timeline showing on the "Today" pages should be defaulted to show only that users' timeline information and if it cannot be done by user then at least have it default to the user and give the ability to filter by other users. They do not need to see everything I do, and vice versa.
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Tara Unverzagt
commented
I'd like to be able to filter my Timeline Update on the Today page to see all the updates for a particular attendee/staff member.
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Barbara Hyk-Zimmer
commented
I am new to this program and my boss will update info that I need to adjust, but looking at the timeline only gives the change, but not the contact name or a link to that contact so I can easily correct or add info that was missed.
In watching a video about the new changes on Redtail it shows contact name, but in our database it does not...