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tony_m
Contributor ⭐️
Sep 5, 2017 11:24 AM UTC

Adding a timestamp to CTA comments

My company has a requirement for all comments to be added with a prefix of date/timestamp/name(initials) on such comment.  This is used in particular when a CTA or task takes some time and there is a need to input ad-hoc wordage on a hourly or daily basis.

This is really useful for reporting and review, however it can be time consuming, repetitive and there's also an issue with us being a global company using different date formats depending on where the individuals are located.

Would it be possible to add a configurable hotkey or button perhaps, that adds a date/timestamp and username into the comments section? (that also adhere's to a local system's regional settings or is configurable)  

I don't imagine this would be hard to implement and would save time on a very repetitive task.

Many thanks!

    3 replies

    denim
    Helper ⭐️
    Sep 5, 2017 1:26 PM UTC
    Hey Tony, 

    We use a 3rd party tool to create our own "hot keys" as a work around; called text expander. I'm sure there are quite a few options out there that offer the same results. This allows me to to in put the date/time/name, etc. by typing a couple quick short cut keys. 
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    dstokowski
    Gainsight Employee ⭐️⭐️
    Sep 5, 2017 2:30 PM UTC
    Tony -
    Have you and your team explored using Timeline to record this information on CTAs vs using Comments?  That will record who and when each comment is entered.
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    dan_ahrens
    Expert ⭐️⭐️⭐️
    Sep 5, 2017 2:57 PM UTC
    Hi Tony,

    Denise beat me to recommending the use of Timeline on CTAs to record this info. Here is an example of what you'd be able to see - a threaded view of updates and with the ability to add rich text notes, internal and external participants and even add attachments!



    Here is some additional info on this feature: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/06_Using_Ca...
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    VP of Customer Success at Forcepoint