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Timeline

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Conversations 256 - 270 of 274
Photo of Lane H
Integrating Timeline
In the recent releases, has there been any progress in being able to report or run rules? We would like to write the date of the most rec...
  • 3 me toos
  • 2 replies
  • Question
  • Answered
Photo of Melissa Allen
timeline issue
When we click on the timeline (in any browser) it will no longer let us go back to the detail view. Everything is fine until you click th...
  • 1 me too
  • 3 replies
  • Problem
  • Solved
Photo of Lilian King
Add ability to create or manage CTA's from the new Timeline section
When I am on a call with a customer, I often come out with actions items.  It would be awesome to be able to create/ generate CTA's from ...
  • 13 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Scott Superko
Activity Formatting Errors for Timeline
I've noticed that when syncing posts from Timeline to Salesforce as Activities, the Activity loses all formatting.  I understand that Sal...
  • 4 me toos
  • 1 reply
  • Problem
  • Solved
Photo of Melissa Terrell
Add quantity of entries next to TIMELINE header
My team, who deals in high volume account management, requested the following:  I think it would be beneficial to add in a count next to...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Harris Maidenbaum
Timeline Improvement Suggestions
We have a lot of people using Timeline and have gotten some great feedback. In order to make this a tool that can fully replace some of t...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Lila Meyer
Catch-up with Gainsight!
Looking to refresh your Survey program, or update your customer health scoring model? How about gaining efficiencies in your automated em...
  • 4 me toos
  • 0 replies
  • Article
Photo of Lila Meyer
Timeline Activities: syncing multi-select fields
In today's product webinar, Nora at Box asked about, "Can you speak to the field level syncing limitations -- I've noticed that mu...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Sarah Coote
Insert table in 360 Timeline Activities
It would be great to be able to either insert or copy and paste tables into the logged Activities for Timeline 360. If I copy paste at th...
  • 24 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Chuen Moschetti
CoPilot in Timeline activity
I think it would great when we send an automated email from copilot, the activity would sync to the R360 or C360 timeline.
  • 9 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Jessica Brunelle
Tracking Customer Interactions in Salesforce and Mapping to Gainsight?
I'd like guidance on how others have their CSMs track interactions with customers (emails, phone calls, meetings, etc.) in Salesforce and...
  • 2 me toos
  • 3 replies
  • Question
  • Acknowledged
Photo of John Gallinagh
Milestone on Task Completion
So I'm looking to drop a milestone when a task in a CTA has been completed.  Based on what I've read here in the community the suggestion...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Michael Sweeney
Order Activities appear on Timeline
As of now Activities appear on Timeline in order they were created. Do we see anything in the future where you can filter by date?
  • 3 me toos
  • 1 reply
  • Question
  • Answered
Photo of Heather Hansen
Timeline Feedback
The Drafts widget is huge. Could it only display if there is something in Drafts, and if not, give that real estate back to the timeline?
  • 9 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Rish Singh
timeline log action reminder
We started using the Gainsight Timeline feature last week, and it’s super. We are heavy Activity log users in Salesforce, and this nice,...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration