Create Activities From Global Timeline

  • 8
  • Idea
  • Updated 3 months ago
  • Implemented
Often times our CSM's want to be able to enter activities for multiple clients at one time.  Maybe they are on back to back calls and haven't had a chance to go in and log all activity.  Being able to create entries in one place (ie - on the Global Timeline) regardless of customer would be beneficial and would greatly reduce the number of clicks for our CSM's. 

We also require CSM's to track their time spent on non-client facing activities against an internal dummy account and this would allow them to do so all in one place. 
Photo of Kate Green

Kate Green, Champion

  • 5,782 Points 5k badge 2x thumb

Posted 5 months ago

  • 8
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 24,990 Points 20k badge 2x thumb
Hi Kate, the ability to create a timeline activity entry from Global Timeline is on the short term priority list and should be released in the next few months. :)
Photo of Lila Meyer

Lila Meyer, Official Rep

  • 17,048 Points 10k badge 2x thumb
Hi Kate, 

With today's release of v5.15, users can create activities from the global Timeline page and associate them with an account or relationship as needed.
Photo of Kate Green

Kate Green, Champion

  • 5,782 Points 5k badge 2x thumb
Thanks Lila, I saw that and have passed it along to our CSM leadership so they can tell their teams.  Super exciting! 
Photo of Andrew Cummins

Andrew Cummins, Champion

  • 7,800 Points 5k badge 2x thumb
This is a good thing
Photo of Faust Belarmino

Faust Belarmino, Champion

  • 2,736 Points 2k badge 2x thumb