Hi All,
I’ve seen different posts on expanding filtering for Global Timeline. Would love to see more filtering options to either : current user; by team (for managers) or to be able to sticky filters.
Thanks!
Sharron
Hi All,
I’ve seen different posts on expanding filtering for Global Timeline. Would love to see more filtering options to either : current user; by team (for managers) or to be able to sticky filters.
Thanks!
Sharron
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Big +1 here. Robust options to save specific views by user, similar to the CTA set up, would be awesome.
Advanced filtering, saved views and better search capabilities will be available in July/ Aug release.
Sticky filters are coming but users would all have to create their own view which might not be the most ideal solution. To get to CTA Custom Views, go to Workflow > Call To Action > Custom Views (its at the very bottom of the CTA admin page).
Here are the release notes for more help on this:
https://support.gainsight.com/Gainsight_NXT/Release_Notes/Current_Release_Notes/07_Gainsight_NXT_Release_Notes_6.16_July_2020#Ability_to_Edit_Default_Cockpit_Views
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, Timeline filter functionality includes quick options to filter by Activity Type and Date, as well as Advanced Filter options.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!
This feedback was marked as implemented, but the ask was for an admin to be able to control filters/views on timeline for all users. Right now, each CSM would have to go create a new filter for timeline tab. Can we pop that back up as a product request?@rakesh_lingala