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spencer_engel
spencer_engel
Expert ⭐️
Jan 29, 2017 4:39 PM UTC

Ability to have R360 timeline roll up to the C360

I understand that the Timeline feature will be added to the R360 in our next release. 

One of my customers asked if R360 timeline notes will be able to be rolled up to the C360 timeline if a customer so chooses. Will this be possible and if not, is this on the product roadmap? 

Thanks!

    12 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Feb 9, 2017 6:22 AM UTC
    Hi Spencer, 

    This is not a part of Feb release. Do they want to roll-up all relationship timeline activities to customer timeline or only few important ones?

    Thanks,
    Nitisha
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    devin_petrino
    devin_petrino
    Contributor ⭐️
    Feb 9, 2017 12:48 PM UTC
    Hi Nitisha. Spencer posted that on my behalf. For our use case it would be all. For others I can see wanting the choice to do it per entry.
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    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Feb 9, 2017 4:26 PM UTC
    Thanks for the info Devin. We will add this capability in our roadmap. ETA to be decided.

    Thanks,
    Nitisha
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    hitesh
    hitesh
    Contributor ⭐️⭐️
    Jun 7, 2018 4:59 AM UTC
    I have a customer who is looking for the same use case, could you please let me know this has been already added to the road map ? if yes, then when it is going to be implement ? 
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    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Jun 8, 2018 6:51 AM UTC
    Hi Hitesh,

    This is in our short-term roadmap and should be available within 2-3 releases.

    Thanks,
    Nitisha
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      sagan_sherlin
      sagan_sherlin
      Helper ⭐️⭐️
      Jun 8, 2018 2:08 PM UTC
      Awesome news Nitisha!!!  The other ADMIN and I were just talking about this yesterday!
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      sam_buddery
      sam_buddery
      Gainsight Employee ⭐️⭐️
      Sep 5, 2018 8:54 AM UTC
      Hi @nitisha is there a more accurate date for release of this? Many thanks
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        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        Sep 28, 2018 6:09 PM UTC
        Hi Sam, For an individual customer, you can currently see both Account and Relationship level Timeline activities on the global Timeline tab. Am I misunderstanding the request here?
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        Lila Krutel, Dir. Global Education Services
        spencer_engel
        spencer_engelAuthor
        Expert ⭐️
        Sep 28, 2018 6:15 PM UTC
        I think what we're hoping for, Lila, is the ability to go to an individual C360 and see R360 timeline activities associated to that customer on that C360 timeline. Does that make sense?
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          lila_meyer
          lila_meyer
          Gainsight Employee ⭐️⭐️⭐️
          Sep 28, 2018 6:28 PM UTC
          Got it! I'm going to switch this to an Idea for better tracking. 
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          Lila Krutel, Dir. Global Education Services
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