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.
Ability to include CTA's in Timeline view.
+3
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?
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?
+3Nope. 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.
+2Hi 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?
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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