Implemented

Link Timeline Entry to Multiple Relationships

  • 26 August 2020
  • 8 replies
  • 93 views

Userlevel 5
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We use milestone’s to track major application go-lives in their respective timelines, but sometimes multiple applications go-live at once. Would be good to be able to create just one-timeline entry and link to multiple relationships so that they appear in each (and so there aren’t duplicates at the company level). 

 


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8 replies

Userlevel 7

This is on our medium term roadmap. We will keep you updated about the release plan.

Userlevel 7
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@All, please up-vote here to show your interest on this enhancement request.

This would be huge for us and is a major pain point. In our case, not milestones, but just even logging meetings to multiple relationships. Our relationships are determined by the product, but sometimes the same meeting should be linked to multiple products and right now that means the team is copying and pasting and double logging their notes. Needless to say, that is NOT a good flow, and at the company level distorts the number of meetings that we’re actually having.

Userlevel 5

Hi @mindym, thanks for sharing your feedback. This capability is on our short-term roadmap. The tentative delivery date is early Q3.

Any update on this @Chirag since we’re almost halfway through Q3 now? Should I still expect this to be released soon? We’re about to create some training videos and want to know if we can wait until this functions the way we want/expect, or whether we need to train on workarounds...

Userlevel 7
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Any update on this @Chirag since we’re almost halfway through Q3 now? Should I still expect this to be released soon? We’re about to create some training videos and want to know if we can wait until this functions the way we want/expect, or whether we need to train on workarounds...

@mindym this is planned for next(Aug) release, I will once again confirm with Product team and get back to you. Thanks!

Userlevel 5

@mindym @jlicciardello We recently shipped the Associated Records feature in the Aug release. Please find below the link to the Release Notes - 

https://support.gainsight.com/Gainsight_NXT/Release_Notes/2021_Current_Release_Notes/Gainsight_NXT_Release_Notes_6.27_August_2021#Associated_Records_in_Timeline_Activities

Please note this will have to be enabled by your Timeline admins in your production instances.

Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.27 release (SFDC / NXT). This enhancement makes it easy to share the information captured in one activity to multiple, relevant locations.

This feature is implemented in both SFDC & NXT versions.

Thanks!