Log timeline activity (such as email, call, meeting) against multiple relationships.

  • 3
  • Idea
  • Updated 2 months ago
  • Under Consideration
We use the relationship feature to segment our 'offers'.  Product 1, Product 2, Product 3,...,Product 10 --  are all different relationships.

We sometimes have meetings that will cover 2-3 of those products and we log meetings in our timeline view. 

Enhancement:

We would like the ability to log a meeting against multiple relationships.  For example, a CSM may have a call that discusses Product 2, 4, 7.  We would want to be able to log that call against each of those relationships.
Photo of Justin Majors

Justin Majors

  • 134 Points 100 badge 2x thumb

Posted 1 year ago

  • 3
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 13,934 Points 10k badge 2x thumb
Hi Justin,

Thanks for the post. Would it work if we give a clone option? You can then clone an activity from one relationship, select the second relationship and the activity will be posted to this second relationship.

Thanks,
Nitisha
Photo of Justin Majors

Justin Majors

  • 134 Points 100 badge 2x thumb
Yes, a clone option would be excellent! Wondering why this is set to implemented?  The clone option would need to work at the CSM level not the Admin level as well. 
Photo of Faust Belarmino

Faust Belarmino

  • 1,500 Points 1k badge 2x thumb
Has this been rolled out?
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 13,934 Points 10k badge 2x thumb
Hi,

This is not available yet but will be available in short-term.

Thanks,
Nitisha
Photo of Jeffrey Coleman

Jeffrey Coleman, Champion

  • 5,834 Points 5k badge 2x thumb
Realizing I'm way late on this... the issue with cloning is that we create multiple entries when what I think is the case here (and is the case for us) is that it's really one entry with multiple applications. With a clone you then have to go and make updates in multiple places. And do tasks created through timeline clone as well?

In our model we're mostly looking at multiple relationships of the same type for this use case -- for example a client who is deploying multiple grant programs, each of which is modeled as a separate relationship for purposes of activity data, health scoring, etc. Yet a call/meeting would reasonably account for all of those programs. (And the account level doesn't work because there are multiple product families involved here.)