We are looking to capture our auto comms channel as activities in Saleslink further working towards the 360 view of the customer. There is concern that this might make the activity history difficult to review for people so we would like to have the ability to filter out the auto comms channels from the activity views in CRM. Suggest this would involve setting up a specific activity Type, and adding a check box filter on the customer activity review screens to remove the auto comms from the list. Suggest the default view would be to exclude the auto comms view with the ability to check the box to include.
Greg Chard
