I want to be able to see all emails or posts only related to deal and hide history of changes entries (like changes of contacts names, etc.)
the time line could use some heavy lifting to make it more useful, but one light lift is adding a simple filter - that would stick and not have to be reset every time some event happens like opening or changing contacts, but the filter would apply globally until changed by user - filter out things that 99.99% of time are MEANINGLESS - like an event for changing a value or adding the record, etc.
Liad Spiro commented
It would be very helpful to be able to filter so only meeting history shows up. Hard to pick out meetings from long list of historical emails.
The timeline is a big mess and basically useless without filters. And lets not forget the timeline doesn't even show data from other OCM users making it even less useful. This needs some major work.
Hansjörg Fäh (CG) commented
Auf Ebene Kontakt sollten vorhandene Daten gefiltert dargestellt werden können, beispiel nach Telefonaten, Änderungen am Kontakt, Kalendereinträgen oder Notizen etc. aktuell muss über scrollen alles abgesucht werden. Alternativ könnten Exportfunktionen helfen, welche eine separate Darstellung aufweisen...
Besten Dank für die Weiterentwicklungen!
Paul Graeme Grant commented
It would be good if it were possible to filter the timeline to include only emails or meetings