- Little clicks that could be better. Timeline entry, 3 dots > Share Link, a pop up, THEN click Copy – how about just a copy button for 1 click
- Exporting all timeline. I can copy individual entries (the spacing is too big, always drives me nuts, I have to edit after pasting), but to do all entries at once, there is no way. For instance, I want to filter to Milestone type, and copy out all of those to share with a senior leader or sales. Or all Risk items. Or all emails. Can’t do it.
Feedback from the customer: Timeline (Seismic)
CS Timeline
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Hello Everyone!
Happy to announce that Timeline is enhanced as per Gainsight Horizon Experience as part of the v6.18 release (SFDC / NXT). The Timeline Horizon Experience gives prominent space to high priority information as well as new options to search and filter Timeline. Users now have the ability to edit Activity Type after creating an activity, create and save Timeline views, preview attachments, manage drafts from a consolidated tab, and much more.
For more information on this feature, refer to the SFDC & NXT articles.
This feature is implemented in both SFDC and NXT versions.
Thanks for posting!