Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.
Userlevel 7
+1
Love this suggestion. Very relevant! Thanks Anastassia for suggesting it.
What do you think @nitisha_rathi ?
What do you think @nitisha_rathi ?
Userlevel 3
Great idea! Very useful to keep the more important engagements at top of mind.
We’ve also had our team request this for our instance as well, love this idea!
Userlevel 7
+2
@All, Thanks for bringing this up! we have added this to our near term road map, I will update you here once we consider this for release.
Changed the STATUS too…!
Userlevel 7
+2
Thanks for the update
Userlevel 4
We have a solid requirement and having this feature would add a lot of value.
Hi
Any update on this? Such a brilliant suggestion
Userlevel 1
Our reps have requested this as well! Would love to hear if any updates have happened.
Userlevel 6
Adding
Userlevel 3
I’d love to hear if there are any updates on this? We are receiving multiple requests from our CSM for the ability to
- Pin Timeline activities (Universal) so that who ever is visiting the timeline can see this pinned activity on the top
- Star Timeline activities (User Specific) so that the user who has starred the activity can see this on the top of the list.
Userlevel 6
+1
+1, would love an update on this.
Would also like an update on this! Thanks!
Userlevel 3
This item could not be picked up due to other higher priority items. Will update this thread once we have visibility of timeline for this item.
Reply
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.