Filtering on Work, Timeline, and Agenda, etc.

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3 comments

  • Ashley Butler

    I agree. If accounts populate that don't meet the filtering criteria, it's defeating the functionality's purpose? Is this intended behavior?

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  • Vijay

    Ryan / Ashley,

    The segment criteria determine the list of customers in the segment and all other tabs. I see your point, but currently, there is no further filtering to remove accounts that don't have tasks, or the timeline is empty.. 

    Maybe we can add another "navigator" or another filter to show accounts that don't have values on those tabs.

    Thanks

    Vijay

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  • Ashley Butler

    Hi Vijay! Yes, to reduce the number of clicks and maximize these views, it would be ideal if the team could exclude accounts where no results (tasks/touchpoints) exist. Thank you!

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