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kevin_ly
kevin_ly
Helper ⭐️
May 5, 2017 6:06 PM UTC

5.6 CTA Timeline View should show the all activity not just ones towards the CTA.

I am playing with Timeline in CTA detail view and I noticed that the Timeline section doesn't show all activity of an account, only for the CTA itself.



Creating a timeline within CTA will add on the C360 Timeline, but again not on CTA. It would be a good idea if C360 Timeline is shown fully in the CTA.

Reason why is in our docs with C360 Timeline we give this.

"When Executive Sponsors or Leaders meet with a customer, they can review the Timeline to understand the customer’s history and context."

Doing what the CTA Timeline view does now takes that away, and a user has to go back to the C360 Timeline to see the full thing.

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      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      May 6, 2017 1:27 AM UTC
      Great discussion! I love seeing all the different use cases!
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      VP of Customer Success at Forcepoint
      emily_davidson
      Gainsight Employee ⭐️
      emily_davidson
      Gainsight Employee ⭐️
      May 11, 2017 6:35 PM UTC
      This is spot on Dan.  Anytime a user has to click away from Cockpit, we lose a chance to make it sticky.  I hear this over and over again with Mars / Mercury customers.
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      spencer_engel
      spencer_engel
      Expert ⭐️
      Jul 31, 2017 5:25 PM UTC
      I think giving customers the option to present the whole C360 history vs. just that CTA's timeline history is the right solution. I definitely understand your and Karl's concerns, but enough customers want to view the whole history to make that option worthwhile - at least in my view.
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      elaine_cleary
      elaine_cleary
      Helper ⭐️⭐️
      Jul 31, 2017 5:32 PM UTC
      Agree with Dan -- good discussion.  FYI - I have several customers who want/need the CTA specific timeline on the CTA (versus everything).  They have reasons similar to what Denise described above so it we were to make changes to try to please everyone then both options would need to be available.
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