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            Customize Activity Timeline Display and Behavior

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            Customize Activity Timeline Display and Behavior

            Customize how your users interact with and navigate activities in the Activity Timeline by configuring display behavior and activity filters. Define preferences for visits, calendars, and email actions, and set up filters for territories, affiliations, and account rollups to ensure engagement data is relevant and accessible.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            • Configure First Day of the Week in Your Calendar
              Align the weekly calendar view with your team's workweek. Setting the correct start day in the Calendar supports accurate planning and review of time-sensitive activities.
            • Configure Email Settings for Activity Timeline
              Enable your users to reschedule or cancel scheduled emails directly from the Activity Timeline.
            • Configure Activity Timeline General Settings
              Customize the Activity Timeline by setting a default view, enabling visit-related information, and managing activity filters. Determine how users view engagement history and navigate activities across accounts and territories.
            • Understanding Activity Rollup for Healthcare Organizations
              Activity rollup provides a unified view of engagement by combining activities for a Healthcare Organization (HCO) and its affiliated Healthcare Professionals (HCPs) in a single timeline. This consolidation allows your users to see a full picture of interactions at the institution level, improving efficiency and coordination across accounts.
             
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