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andrew_biehle
Gainsight Employee ⭐️
andrew_biehle
Gainsight Employee ⭐️
Feb 8, 2019 8:03 PM UTC

Ability to include CTA's in Timeline view.

At some point in the future it might be nice to have the ability to create a custom view to include CTA's and Timeline in the same view. It would allow you to update CTA's and timeline entries at the same time.

    4 replies

    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    Feb 18, 2019 6:52 AM UTC
    Hi Anderw,

    Thanks for sharing this. Is it about creating a view in timeline to view all the entries that have been made from a CTA? Could you provide some more details on this?

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    andrew_biehle
    Gainsight Employee ⭐️
    andrew_biehleAuthor
    Gainsight Employee ⭐️
    Feb 19, 2019 2:08 PM UTC
    Nope. It's a customer's ask and they'd like to have the ability to create a view that includes the timeline entries and the CTA's for an account on one page. They'd like to be able create/CTA's and create/edit Timeline entries.

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    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    Feb 22, 2019 3:23 PM UTC
    Hi Andrew,

    One of the concepts that we've had on the roadmap for a while is the idea of a CSM Home screen that would be comprised of customizable content from various parts of Gainsight. So for example, it might include a global timeline view, some selected reports, a view of cockpit, etc.

    Does this sound like something that would meet your use case request?

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    VP of Customer Success at Forcepoint
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Dec 4, 2019 9:28 AM UTC

    @andrew_biehle Did you get a chance to view the comments by @dan_ahrens 

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