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Timeline

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Conversations 1 - 15 of 286
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 123 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Lucy Danford
Add keyboard shortcut for adding users / attendees to an activity
When creating an activity and adding users or attendees (internal or external) - you have to type the name then switch to a mouse and cli...
  • 7 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Berin Bezmen
Timeline report by Date
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, whi...
  • 17 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Jeff Kirkpatrick
Handling Gainsight changes when Salesforce account changes
I think I know the answer to this question - and if I'm right then this may need to be converted to an idea - but is there a way to trans...
  • 4 me toos
  • 2 replies
  • Question
Photo of varun
Adding attachments to Timeline activities
Is there is any possibility to change the settings to allow the CSM's to upload/attach .csv and/or .csv UTF-8 file types to timeline acti...
  • 4 me toos
  • 3 replies
  • Question
Photo of Lila Meyer
October v5.19 Release Highlights Video
To learn more about release v5.19 that's coming out on Oct. 16, check out this 8-minute overview video or the draft release notes:
  • 3 me toos
  • 3 replies
  • Announcement
Photo of Erik Chase
Need ability to Sync Gainsight IDs to SFDC Task
We're hoping to better track and potentially backfill some records with new data as we sync Timeline Activities and CTA Tasks to SFDC Tas...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Jeremy Curry
Make adding attendees to activities involve less clicks
Currently, in order to add attendees to an activity from the Timeline, a user has to click into the search box, type to search for the co...
  • 4 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Angela Domenichelli
Add users to Activities with keyboard
When creating performance coaching agendas or logging emails and adding external users in the timeline activity it's rather tedious to ad...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Lila Meyer
We're moving to a new Community platform!
We’re excited to announce the Gainsight Community is moving to a new platform. All of your posts, comments, points, and profile informat...
  • 7 me toos
  • 0 replies
  • Announcement
Photo of Amanda Neil
Ability to see Success Plan Objectives in Timeline
Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.  Would like th...
  • 2 me toos
  • 5 replies
  • Idea
Photo of Faelan Herriott
How to capture sales notes in Gainsight?
Howdy, our onboarding team would love to see the sales persons interraction notes when a new customer signs up. How would one go about ca...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Irit Eizips
Create a report that shows only the last activity logged in the timeline per each account
My client is trying to create a report that only shows the last activity logged in the timeline per each customer. We were hoping to be a...
  • 1 me too
  • 2 replies
  • Idea
Photo of Leanne
Adding fields to Timeline Activities
When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a...
  • 18 me toos
  • 9 replies
  • Idea
  • Planned
Photo of Sagan Sherlin
Enhancement. The ability to change the (CTA) Type of the Task created from Timeline.
Right now, if a user creates a Task from a Timeline Activity Entry - the Type defaults to Activity.  It would be awesome if we had the ab...
  • 6 me toos
  • 8 replies
  • Idea
  • Under Consideration