Add ability to update health score from timeline

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  • Idea
  • Updated 3 months ago
  • Under Consideration
CSMs want to be able to update the account's health score directly from the timeline view. 
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Jen Pakravan, Champion

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Posted 8 months ago

  • 3
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Sai Ram Pulluri, Official Rep

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Hi Jen, Could you please provide more details on the use-case ? 
Is it any particular measure your are trying to update ?
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Jen Pakravan, Champion

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CSMs don't want to have to toggle so much between screens/views.
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Matthew Weinreb

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This is definitely something our CSM team has asked me for.

1)  Ability to edit manual metrics from the Timeline screen when entering in a new timeline note. We have 3 manual metrics on our health score and it would be nice to update them from one screen. As your are taking the note

2) Take a snapshot of the health score at the time of the timeline entry so that looking back in time you could see where the account was at the time of entry