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Timeline

Conversations

Conversations 1 - 15 of 178
Photo of Sai Ram Pulluri
Adding field type, like multipicklist option, to the Timeline "+field" dropdown
<Customer Request> Any idea on if we're going to support a multipicklist option? 
  • 10 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Joseph Siudzinski
Max of 10 Timeline Types
I have ran into a limit of 10 total timeline types, between custom and default.  Is there any reason why this limit exists? In my case, ...
  • 12 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Berin Bezmen
Sync attachments from Timeline to SF
Love the new attachments feature in Timline. Unfortunately our whole Sales team does not have access to Gainsight and CSMs attach all the...
  • 18 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Raymond Obidegwu
Decimal place for MDA fields
On-behalf of Customer: To be able to add decimal places in numeric MDA fields.  
  • 7 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Shiv Kumar Katiyar
[Enhancement Request] Pop up the timeline field while sending email assist task
When our CSMs send an email through a CTA (email template built in Co-pilot), this email automatically is logged in the client's timeline...
  • 2 me toos
  • 3 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).  ...
  • 121 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Andrew Biehle
Move an activity from the account to relationship level.
It might be helpful for customers to be able to move activities in timeline from account to relationship. Not all users would need the ab...
  • 4 me toos
  • 5 replies
  • Idea
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...
  • 39 me toos
  • 23 replies
  • Idea
  • Under Consideration
Photo of Jordan Cook
Filter Timeline Picklist Values By Logged in User
We have a few different teams in our organization that all use Timeline in Gainsight. We have added a picklist type field to help us defi...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Jen Pakravan
Users should be able to change the activity type after they've logged it into their timeline.
There are times when our CSMs accidentally log a timeline activity with the wrong activity type. Instead of being able to edit it, they h...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Sam Buddery
Can't paste cell text to timeline update
If you have meeting notes written in a spreadsheet, you can't copy the text from the cells into timeline. Other applications would accept...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Andrew Biehle
Email tokens that pull from a Rich Text Field double space the text.
When you have email token that are pulling from a Rich Text Field like the fields in Activity Timeline it's double spacing the text when ...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Ankur Bhat
Configure Timeline search.
Can we have the ability to configure Timeline search (related to* while creating timeline activity) in the same way as we have in Custome...
  • 6 me toos
  • 3 replies
  • Idea
  • Planned
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.
  • 20 me toos
  • 12 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...
  • 9 me toos
  • 4 replies
  • Idea