Really frustrating to have to export all of our Timeline activities to do a proper keyword search and share activities externally. Alternatively, please add the option to export Timeline Activities that result from the Global Timeline filter views.
Yes, if a user has full access to Gainsight, they can conduct keyword searches. However, say I want to prepare a report for our marketing team with all mentions of a certain keyword or product, then I am out of luck. I have to keep incrementally reducing the number of records that appear. Well I try to filter to Activity Date = Current Year while looking at all timeline activity types. The report is unable to render. I try to remove that filter and just export everything as a CSV, well apparently there is a file size limit for the CSV that is emailed. My only option, export to an S3 bucket by creating a new rule, download the file, then search for the word in Excel and then clean up the sheet to include only rows where that keyword is mentioned.
There’s gotta be a better way. :)