Now that we have Timeline in Scorecard, would be great if I could have a timeline activity type that would only show in the Scorecard view.
Use Case: I have specific details I want end users to capture when tracking subjective sentiment, so I want to create fields on a custom Activity Type to be ONLY used when manually updating the Scorecard.
I have to activate that custom type at the Account level for it to show up as an option in Scorecard - but that results in it also being available on the Account Timeline - I don’t want end users to capture the details there, because then it’s not tied to a score measure.
In the near future, we will also give users the ability to update measure scores as part of an account timeline activity as well. There are 2 typical use-cases for this:
This is one of the reasons we thought that measures types specific to scorecard might not be ideal.
Any thoughts on this?
++@nitisha_rathi
Regards,
Shantan
+++1 to this request. More and more customers are asking for it.
Regards,
Shantan
I’d love to see a functionality like that for CTAs too.
We have added this to our backlog, and we will provide this in the future.
+1 to have this from CTAs
It’s been a minute on this one, but this wasn’t the ask.
Given that there are so many places to get to Timeline, it gets confusing for CSMs and inevitably folks log the update through Company or Global Timeline when it was supposed to have been logged through Scorecard.
If you allow for an Activity type that is ONLY available in Scorecard, then that is the ONLY place they can go to log it. It’s that simple.
Taking this a step farther, admins should have the ability to decide which Timeline activities are accessible from the each respective Timeline. There may be activities that ONLY need to be logged at the Company level and not through Scorecard, CTA or Success Plan. And vice versa.
Everything we do in CS is and should be driven by the core tenet of taking the right action at the right time. The tool should provide capabilities that allow us to configure it accordingly.
Everything we do in CS is and should be driven by the core tenet of taking the right action at the right time. The tool should provide capabilities that allow us to configure it accordingly.
Right action, right time, right place