Acknowledged

Admin defined views for Timeline

  • 23 September 2021
  • 2 replies
  • 4 views

Userlevel 6
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Gainsight Admins should be able to “push” views to Timeline, the same way they can Cockpit views today.  Here are a few use cases:

  • Authored by Current User and Company is not managed as Customer
    • Help CSMs find activities where they selected the wrong account and update with the correct account information
  • Creating a view for all accounts within a hierarchy
    • Helps CSMs with complex account hierarchies find all Timeline activities for the parent and child accounts

2 replies

Userlevel 4

Hello @angela_domenichelli, thank you for your post. This idea sounds great and is being sent over to our Product Manger to look into and get back to you to check the possibilities of the same. 

Userlevel 4

@angela_domenichelli Thank you so much for adding this Product Idea. We will definitely look into this and update once the idea has been added to our roadmap.

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