Milestones as default view in Usage
None
In the Usage section of the 360 the screen defaults to Adoption. It would be great if you could choose which tab is the default. We would prefer to default to Milestones instead of Adoption. In addition, Milestones should be allowed to sort by newest to oldest vs. the default of oldest to newest. This could be a very useful screen for sales, mgmt. or execs to view the account history/status.
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Thanks!
Any update on this?
Thanks!
1) have Milestones be it's own section in the C360, where they can view/ add/ edit Milestones just like they can in the sub-tab in the Usage section or
2) have the ability to change the view of that section to designate Milestones as the default, so users see that. This will save them a click and be more user-friendly for those who don't use the Adoption chart, so currently land on a blank chart.
Is there an ETA for this?
Thanks!
We are thinking in the direction of integration milestones with timeline. So, milestone will become an activity type and all existing and new milestones will become an activity and will be available on customer timeline. You can then overlay both milestone and other activities on a timeseries graph.
Once we do this integration, would you still need milestone as a section in 360?
Thanks,
Nitisha
We are looking into integrating milestones and timeline. Once this is done, milestones can be accessed & created directly from timeline tab. We will make sure that the existing flow of milestones does not break and the usability is enhanced. We will make this change in next 4-5 months.
Thanks,
Nitisha
Is there an update on this change? We also would like to see Milestones as a section in C360 without having the Usage section. We are using custom reports based on MDA data for Usage.
Thank you!