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Timeline

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Conversations 106 - 120 of 274
Photo of Michael Stebbins
Linking Timeline field back to Scorecard in 360
Hi All, We use a CSM Health score that I believe we should now be able to edit through the timeline feature. I've created a field with t...
  • 2 me toos
  • 5 replies
  • Question
Photo of Angela Domenichelli
Global Times Filter by CSM
User stories:  As a CSM I need to filter global timeline activities by the Customer Success Manager to see activities for accounts in a ...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Seth
Timeline-to-Salesforce-Task Sync causing Chatter notifications
I heard from a couple folks on my team that, when Gainsight syncs a Timeline Activity to a Salesforce Task, they get a Chatter notificati...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Nancy Burdzel, Sr Manager Client Analytics & Interventions
Hi is there a way to change the activity type for to-dos created in timeline?
As an example, our internal teams are looking to modify the activity type within timeline, as generally these "to-dos" or tasks tie back ...
  • 1 me too
  • 1 reply
  • Question
  • Answered
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
  • 8 replies
  • Idea
  • Planned
Photo of Sagan Sherlin
Idea. Ability to Attach Outlook Emails to CTA's.
We have several types of email communication that don't translate well into a saved form (example - PDF).  We would like to the ability t...
  • 9 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Angela Domenichelli
Search tasks and CTA comments
As a CSM I need to search all my notes so I can reference prior client communications while talking to a client. Current situation:  Task...
  • 1 me too
  • 3 replies
  • Idea
Photo of Jen Molitor
What are the differences between syncing Timeline activity to SFDC tasks vs events
What are the pros/cons of syncing timeline activity to SFDC tasks vs events? Is there a recommended best practice for where to sync? 
  • 1 me too
  • 0 replies
  • Question
Photo of Angela Domenichelli
Improvements to Timeline tasks
CSMs love using the tasks in a Timeline Activity to create a reminder in cockpit.  They love it so much, they want even more features!  C...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Angela Domenichelli
C360 detail menu options
CSM would like the c360 detail options on the left side of the screen to remain static when toggling to timeline.  If the Timeline is dis...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Nora Soza
Email Assist > Timeline > SFDC Activity History
We currently leverage the automatically track email assist emails in timeline functionality from CTAs. Any emails that are sent are broug...
  • 9 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Heather Hansen
Timeline CTA Tasks
This might be just me, but we're looking at transitioning our team from leaving notes about a CTA in the Comments section to creating a T...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Sagan Sherlin
Help. Is it possible to create a report that shows accounts that have not been 'touched' in the last X days?
Hello Community! I recently got a request from one of our Directors that he's needing to see accounts that have not had a timeline activ...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Hitesh
[Ask from Customer] To add Related Contacts in Timeline
We have noticed that regarding the “External Attendees” field on Timeline, we can only add Direct Contacts to the account, but not Relate...
  • 11 me toos
  • 2 replies
  • Idea
  • Planned
Photo of Jen Pakravan
Allow Timeline Activities to be Cloned
Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot...
  • 7 me toos
  • 2 replies
  • Idea
  • Under Consideration