I’ve noticed that our CSMs are often asked to add Company-level attributes, usage metrics, or other information to their Timeline Activities even if that information already lives in Gainsight on a report, dashboard, or the C360 page. It would be really cool if CSMs could @mention a Company field to be able to quickly add it to their Timeline Activity. For example, a user could @ “usage” and a selection of fields would appear, or @ “owner” and the Account Owner’s name would pop up vs having to specifically know the name of an individual to be able to add them in. There could be a whole list of attributes that a CSM could select or if not “@”, there could be another command that enables an automatic dropdown of attributes they could choose from to include in their note.
Add Tokens to Timeline Notes section
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+@soumitrasahu on your radar