make specific timeline activities stand out
None
It would be great to be able to make specific Timeline entries stand out or pinned to the top. Many times there is an entry with notes about the customer such as Important info about key players or information that an executive might need to know before they meet with someone.
Another idea would be to color code different type of entries so they can be easily identified.
Another idea would be to color code different type of entries so they can be easily identified.
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I really like the idea to pin the most important to the top of Timeline.
Are you thinking that the tags or hashtags would work similar to tags on the C360 where its a list that is only created by an Admin?
When transitioning accounts to new CSMs, it would be ideal to have certain entries 'flagged' as a starting point to get the know the highlights of an account without having to read through all entries.
Hi team,
any update on this Idea?
Thanks
Our team would love this functionality! Any updates from Product Management@anirbandutta ?
We were just talking about this! Especially for those...special customers or just wanting to provide an overall summary to the customer. And when updates are needed, update the comment section. Better than adding the summary field to the C360.
+@Bhawya to this convo.
cc@lane_h