Timeline Attachments
CS Timeline
In regards to attaching files in Timeline - Currently, the system is limited to certain file types, and we cannot attach Outlook email messages. Will .msg be a file type that we can add as an attachment in Timeline in the future?
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This is something that we would LOVE!
https://community.gainsight.com/gainsight/topics/idea-ability-to-attach-outlook-emails-to-ctas
Currently you can update timeline activities with these file types -?.jpg,.jpg,.gif,.png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx.
It might be cool to have .eml as an option as well if someone would like to attach an email that they received externally.
I’ve seen it mentioned previously also, but audio file format support would be great. Being able to attach recorded calls to key moments in a customer Timeline can be great for reference, and also a great tool for internal company training.
We will add this in the next 2-3 months
Hi All,
We will satrt supporting jpg, jpeg, gif, png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx, xlsm, csv, msg, eml, avi, flv, wmv, mov, mp4, wav, aiff, flac, alac, mp3, aac, wma, ogg files starting Sep release.
Please add .zip and .html to the list of allowable file extensions.
Within my company we generate customer reports as single page html files. These html files contain rich javascript functionality so converting to PDF is not an option. We need to upload these reports as a part of our customer’s timeline. If we have multiple html reports to upload it would be great to zip them up before uploading.
Please add .zip and .html to the list of allowable file extensions.
Within my company we generate customer reports as single page html files. These html files contain rich javascript functionality so converting to PDF is not an option. We need to upload these reports as a part of our customer’s timeline. If we have multiple html reports to upload it would be great to zip them up before uploading.
The team has security concerns around allowing .zip extension in Timeline. We will try to find the solution but may not be available in the short term.
Hello Everyone,
We have expanded support of the following attachment types - jpg, jpeg, gif, png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx, xlsm, csv, msg, eml, avi, flv, wmv, mov, mp4, wav, aiff, flac, alac, mp3, aac, wma, ogg.
For more information, refer to the Timeline FAQs article.
Thanks!