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1. filter timeline by user

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   3 comments  ·  Redtail CRM » Timeline  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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  ·  January 09, 2019  ·  Delete…

   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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   Jane Bolger supported this idea  ·  January 09, 2019