http://m.getsatisfaction.com/topics/7762224 Relate Timeline Activity to Account Shows Prospects (Pool) 2018-08-29T19:07:45Z 2018-07-10T18:10:16Z 7762224 http://m.getsatisfaction.com/topics/7762224 7762224 Relate Timeline Activity to Account Shows Prospects (Pool) 2018-08-29T19:07:45Z 2018-07-10T18:10:16Z Kate Green http://m.getsatisfaction.com/people/8957872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11161087/KateCWC_medium.jpg kate_dehnel We have noticed that the search field for relating Timeline Activities includes prospects, even though those aren't included in the main search bar:<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740025/RackMultipart20180710-12603-bm3auh-2018-07-10_10-29-38_inline.jpg?1531246082" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740025/RackMultipart20180710-12603-bm3auh-2018-07-10_10-29-38_inline.jpg?1531246082" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740026/RackMultipart20180710-77385-3xeqep-2018-07-10_10-31-27_inline.jpg?1531246085" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740026/RackMultipart20180710-77385-3xeqep-2018-07-10_10-31-27_inline.jpg?1531246085" /><br /><br />This is making it difficult for our CSM's to choose the correct account when entering on Global Timeline.&nbsp;&nbsp;<br /><br /><b>What is the source object for the search field in Global Timeline "Related To" field?</b> problem 516_july_2018 516_july_2018 complete 8 6 1 comment http://m.getsatisfaction.com/topics/7762224/replies/19637314 http://m.getsatisfaction.com/topics/7762224 19637314 Kate Green responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-13T16:17:58Z 2018-07-13T16:17:58Z Kate Green http://m.getsatisfaction.com/people/8957872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11161087/KateCWC_medium.jpg kate_dehnel I have also noticed that the search field does not allow you to type in an apostrophe, which many of our clients have in their name, preventing us from finding the right client.&nbsp;<br /><br />In addition, only 15 results display, and since the results are crowded out by prospects and retired accounts, this means we can't always find the accounts we need.&nbsp; 0 http://m.getsatisfaction.com/topics/7762224/replies/19638373 http://m.getsatisfaction.com/topics/7762224 19638373 Sunand Padmanabhan responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-14T05:05:40Z 2018-07-14T05:05:40Z Sunand Padmanabhan http://m.getsatisfaction.com/people/7502354 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10521334/photo_medium.jpg sunand_padmanabhan Thank you for reporting this, fix will be available soon. 1 http://m.getsatisfaction.com/topics/7762224/replies/19642317 http://m.getsatisfaction.com/topics/7762224/replies/19638373 19642317 Kate Green responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-16T18:03:26Z 2018-07-16T18:03:26Z Kate Green http://m.getsatisfaction.com/people/8957872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11161087/KateCWC_medium.jpg kate_dehnel Thanks! Please let me know when you have an ETA. 0 http://m.getsatisfaction.com/topics/7762224/replies/19649979 http://m.getsatisfaction.com/topics/7762224 19649979 Venkatesh Vangaveeti responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-20T07:26:52Z 2018-07-20T07:26:52Z Venkatesh Vangaveeti http://m.getsatisfaction.com/people/8775553 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10961739/vvangaveeti_medium.jpg venkatesh_anf2q7on7rfiv Hi Kate,<br /><br />Fix is available in production. I have performed sanity and see that prospects are not showing up. Please check from your end and let us know.<br /><br />Kind Regards<br />Venkatesh 2 http://m.getsatisfaction.com/topics/7762224/replies/19650541 http://m.getsatisfaction.com/topics/7762224/replies/19649979 19650541 Kate Green responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-20T15:30:58Z 2018-07-20T15:30:58Z Kate Green http://m.getsatisfaction.com/people/8957872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11161087/KateCWC_medium.jpg kate_dehnel Yes, working better now - thanks team! Big win for our Timeline rollout :)&nbsp; 1 http://m.getsatisfaction.com/topics/7762224/replies/19662233 http://m.getsatisfaction.com/topics/7762224 19662233 Kate Green responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-26T21:37:55Z 2018-07-26T21:37:55Z Kate Green http://m.getsatisfaction.com/people/8957872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11161087/KateCWC_medium.jpg kate_dehnel HI Venkatesh - can you tell me the criteria for an account to show up in the search field?&nbsp; The prospects are gone from the results BUT I am seeing an instance (below) where a Retired/Churned account is showing up:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1742872/RackMultipart20180726-74888-bh8uo5-2018-07-26_14-32-23_inline.jpg?1532641032" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1742872RackMultipart20180726-74888-bh8uo5-2018-07-26_14-32-23_inlinejpg1532641032" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7762224/replies/19669740 http://m.getsatisfaction.com/topics/7762224/replies/19662233 19669740 Venkatesh Vangaveeti responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-07-31T13:01:48Z 2018-07-31T13:01:48Z Venkatesh Vangaveeti http://m.getsatisfaction.com/people/8775553 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10961739/vvangaveeti_medium.jpg venkatesh_anf2q7on7rfiv Hi Kate Green,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />The <b alt="" name="" rel="" target="" title="" type="" value="">Related To</b> search at Global Timeline is not same as Global Search, we show all the accounts which match the search text. Currently for <b alt="" name="" rel="" target="" title="" type="" value="">Related To</b> <b alt="" name="" rel="" target="" title="" type="" value=""></b>we have "starts with"&nbsp;criteria.&nbsp;<br /><br />Kind Reagards<br />Venkatesh 0 http://m.getsatisfaction.com/topics/7762224/replies/19725937 http://m.getsatisfaction.com/topics/7762224/replies/19662233 19725937 Kate Green responded to "Relate Timeline Activity to Account Shows Prospects (Pool)" 2018-08-29T19:07:45Z 2018-08-29T19:07:45Z Kate Green http://m.getsatisfaction.com/people/8957872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11161087/KateCWC_medium.jpg kate_dehnel Hi Venkatesh - is it possible to update the Related To field to use "contains" criteria, as opposed to "starts with" criteria?&nbsp; We have some clients that have special characters in their name (like an oomlaut -&nbsp;<b alt="" name="" rel="" target="" title="" type="" value=""><i alt="" name="" rel="" target="" title="" type="" value="">Coöperatieve)</i></b><i alt="" name="" rel="" target="" title="" type="" value="">&nbsp;</i>which makes them difficult to search for and means you can't update activities for them in the Global Timeline.&nbsp; If we could use "contains", we could just search for the end of the word and this account should show up. 0