Customer wants to be able to leverage data from the 'Notes' field on the Activity Timeline

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  • Idea
  • Updated 12 months ago
  • Implemented
I have a customer who wants to be able to data-mine the information that is contained in the 'Notes' object for Timeline. He is able to create reports that will pull back the subject of Timeline Notes, but is unable to access what the note actually says. His contention is that the content of Notes will have much better content by which to create reports. 

-- Here more context into what the customer is wanting:

Customer:  Part of the problem is the data gets all flattened into "Comments" in the tasks... (the attendees, the notes, etc.). When I look in "Activity Timeline" reporting under MDA it doesn't have that information either .. so (my previous explanation) doesn't get me where we need to be.

Customer again:  Essentially I'd like to have access to all of the data below (the text within the Notes field). I can obviously pull most of that .. _except_ for the notes .. which .. probably contains the most context. We're going to be create activity types for an EBR ... and want to be able to use the "Notes" section gratuitously (by spitting into MDA _and_ salesforce and doing a multitude of things with it)

— Per the Gainsight Product Team, the only fields on Timeline that are currently not able to be queried are : Notes and Attendees.

-- What is the feasibility of making these fields searchable? 
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Dan Wiegert, Employee

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Posted 1 year ago

  • 12
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Melissa I, Alum

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Yes, yes, yes.  We aren't 'officially' rolling out timeline to our CSMs for two reasons - external attendees don't sync to Salesforce contacts and the notes field cannot easily be reported on.  Notes needs to be it's own text field that can be added to reports, searched within and filtered on.
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Tharun, Alum

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I have got an another request from a customer requesting if we could include the description to Timeline Activity reports.
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Lyubov Penyugalova

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We have exactly the same problem with product feedback. It is captured in Timeline Notes but we cannot pull the info and share it easily with our PMs. Would be super helpful to be able to really report on Notes.