Category default large

Timeline

Conversations

Recent Conversations
Conversations 1 - 15 of 223
Photo of Dan Ahrens
Your input needed - what should go in Timeline?
Hi Community! As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in ...
  • 1 me too
  • 7 replies
  • Question
Photo of Einat Pick
RichText 2 Text fucntionality in Rules
We want to be able to push text from a specific Timeline record into a Text field in SFDC object. Timeline body is RichText SFDC object f...
  • 3 me toos
  • 3 replies
  • Question
  • Acknowledged
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 35 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Calvin Multanen
Report on Timeline Activites Created from CTAs?
Is it possible to report on Timeline Activities that are tied to a specific CTA? For example, for an Implementation CTA, it would be cool...
  • 1 me too
  • 2 replies
  • Question
Photo of Terry Tyler
How do we access the new global timeline feature just released?
How do we access or make available the new global timeline feature just released this week?
  • 2 me toos
  • 5 replies
  • Question
  • Answered
Photo of Link Black
Add a new "+Email CTA" option on the Cockpit and/or Timeline screen
It would be great to have a "+Email CTA" option on the Cockpit and/or Timeline screens to save lots of time and make users much more effi...
  • 8 me toos
  • 0 replies
  • Idea
Photo of Danny Hallgren
Sending Timeline Posts to Internal and External Contacts Via Email
It would be helpful to have an action button on the timeline post named "Email Post" that works with\like email assist. Having the abili...
  • 23 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Sagan Sherlin
Idea. Allow the "Related To" in New Timeline Feature to be a "Contains" rather than "Starts With" Search.
I love that we have the ability to add Timeline Entries from the new Global Timeline Tab!  But if we could have the option to change the ...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Jackie Cofield
Enable others to edit a Timeline note to make it collaborative
Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We...
  • 3 me toos
  • 7 replies
  • Idea
Photo of Tom Gerth
Create Timeline entries via CSV
It would be interesting if we could allow users to create new Timeline entries via CSV upload.  One use case for this would be to import ...
  • 3 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Morgan Albright
Timelane Tab custom filters
We would like to have the ability to filter on custom fields from Account object activities in the Timeline tab. One of our CSM's has a ...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Manmeet Dosanjh
Timeline Activity Types Quota
Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Mee...
  • 10 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Lane H
Shared Success Plans in TImeline
Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you d...
  • 7 me toos
  • 3 replies
  • Idea
Photo of Sai Ram Pulluri
Creating timeline activity via rules?
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.
  • 9 me toos
  • 8 replies
  • Idea
  • Under Consideration
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).  ...
  • 105 me toos
  • 22 replies
  • Idea
  • Planned