Replies posted by ashleyyoung
@ashleyyoung in the Admin view, it will be possible to see the usage of templates. Regarding the search part, are you saying Users would want to search for keywords from specific templates too? Yes - ideally its a unique search box similar to the Activity Type search on the Global Timeline, or available as an advanced filter. I plan to use these similar to Activity Type with a further breakdown by Templates. So rather than searching through all of the Risk Activity Types, I want to narrow that down by Risks that have a specific templated applied.
This is great news for standardizing updates! Aligning templates with activity types is highly valuable. Will the template types be reportable or searchable in the timeline? This would be helpful to quickly find similar updates and for Admins to understand which templates are being leveraged.
+1 This is important for adoption. I have adjusted our Admin Custom CTA Views as the team has learned what is and isn’t important in the cockpit, and End Users have begun to customize their views as well. A base View with Admin locked fields that allows for End User customization would dynamically provide the base requirements for views and still allow End Users could build on to suit their individual needs.
Allow End User to Individually Select Which Timeline Updates to Log Up to C360 from R360Acknowledged
In this scenario, we have unique service projects run by Relationship CSMs. I’m expecting thorough documentation, enough that anyone else on our services team could assist with the projects.Most of that documentation will not be relevant to the Customer CSM. The customer may have multiple service projects, so our goal is the Customer CSM should only be notified about high level or summary updates. These updates are relevant to both timelines and would ideally be posted on both. The Customer CSM could quickly look at the C360 Timeline to prep for a customer call, while the services team can use the R360 Timeline for detailed notes.Avoiding noise of pushing everything to one thread is a big reason our services team is using Relationships. Without a selective roll up C360 Timeline option, we end up with two non-optimal options: Asking the services team to post the same update on both timelines Duplicates activity tracking, easy step to skip Asking the Customer CSM to view the summary act
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