Filter Activity Timeline by Activity Type so I don't have to scroll through 100 activities to find what I'm looking for

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Jgalicinski

• November 07, 2019 23:25

As a user, I have a lot of different activities in companies, contacts and deals.  I have created many different activity types so that my activities can be nicely categorized.  But when I look at my timeline, there is no way to filter my activities by my activity types, and so there is no point to them!  They just show up in one big list!  AHH!

I fully expected that I would be able to filter my activities by the types so that I could quickly get to what I'm looking for without scrolling and hunting for that one item.

Something like this:

 

It could also be a Pulldown menu, since you can add a lot of activity types.  

 

This would give me as a user the ability to click on the kinds of activities I want to look at.  It would also help me to see at a glance how many activities need to be done in each category.  This would be very useful in many contexts.

THANK YOU!

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  Tom Kaltz

  • November 07, 2019 23:29

  Have you tried clicking on those activity types in the area you highlighted in your screenshot? *wink wink*

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  Jgalicinski

  • November 07, 2019 23:30

  Hi Tom, that's a mockup.. I added that to demo what I'd like it to look like.  Currently that functionality doesn't exist.

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  Tom Kaltz

  • November 07, 2019 23:40

  Ah I see activity types...interesting idea.  I like it!

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  Justin

  • November 07, 2019 23:56

  Interesting idea. Upvoted!

  Yeah I would say the best way to handle that would be to add a pulldown on the same line as the word Upcoming aligned to the right side of the column.

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  Crystal Hoag

  • November 08, 2019 16:41

  We're switching to SM from Hubspot. This is standard in Hubspot and I absolutely expected it'd be available in SM. Please, please, PLEASE add this feature so my head doesn't explode and I don't absolutely hate this software switch!!

  Here's how it looks/works in HS:

  

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  Marcelo Ramagem

  • November 11, 2019 19:39

  UPVOTE! Either flavor of the suggested UI mockups provided here would work for me. 

  I would also like to see "Calls" as a standalone default menu item next to "Activities, Deals, Notes, Emails, Files, Updates, Texts"

  Lets see how much better Salesmate team is when it comes to implementing customers suggestions that will help them break apart from the competition. Finger crossed!

   

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  Team Salesmate

  • December 17, 2019 06:40

  Hello Everyone,

  We are still working on this suggestion. We thought to share a glimpse of the idea. Although it doesn't have any innovation, we might discuss if converting tabs to a dropdown will work or not.

  Do you guys think of any other filters other than activities?

  
  

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  Crystal Hoag

  • February 14, 2020 21:21

  Just seeing this update. The mock-up looks good. Would be awesome if we could categorize notes too, but for now I think your mock-up will do.

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