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Cross-Client Milestone

  • 3 February 2016
  • 1 reply

Userlevel 3
It would be great if there a way to drop a multi-client milestone. For example, if we release a significant new feature and want to track adoption changes after that point, it would be helpful to assign it to all clients in bulk. 

1 reply

Userlevel 7
You could write a rule with the action to to create a milestone for multiple customers (instead of scheduling the rule, you could just run it manually).  Use criteria like Customer Status = Active if you are going to apply to all customers.  You can use another filter is appropriate to create in bulk for a subset of your customers (Check Apply to Gainsight customers)