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chris_hughes
chris_hughes
Contributor ⭐️⭐️
January 17, 2018

Is there a way to search through all customers for specific keywords?

We are trying to find a way to effectively search for keywords in notes & timeline across all of our customers.  Such as "Financial Reporting", is there a way to do this?

      9 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      January 23, 2018
      Hi Chris,

      Yes, you can create a report on the object Activity Timeline and if you add the notes field into the report, you can search for text in that column. 

      Also, we are working on a new Timeline feature called Global Timeline that will enable you to see all timeline entries across all customers in a single feed. Coming soon!
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      VP of Customer Success at Forcepoint
      sam_buddery
      sam_buddery
      Gainsight Employee ⭐️⭐️
      May 15, 2019
      You can now use Global Timeline for this

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      parimala_agnihotri
      Helper ⭐️
      April 15, 2020

      We are trying to find a specific keyword in timeline entries from specific CTA. Looks like reporting or global timeline does not address this.

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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      April 24, 2020

      We are trying to find a specific keyword in timeline entries from specific CTA. Looks like reporting or global timeline does not address this.

      We are working on advanced filters in Timeline and it should solve all your use-cases. ETA July/ August release.

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        sai_ram
        sai_ram
        Expert ⭐️⭐️
        April 24, 2020

        @All, changing this to idea post for better tracking purposes!

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        carissa curtis
        Contributor ⭐️⭐️⭐️
        July 13, 2020

        Hello -

         

        Checking on the status of the above. Is the ETA for advanced filters in Timeline still July/August? And any more details on what additional features will be available?

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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        July 16, 2020

        Hi,

        Advanced filters in Timeline will be available in Aug release. Along with this - better search capabilities, honoring Gainsight permissions and ability to change activity type will be available. 

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          carissa curtis
          Contributor ⭐️⭐️⭐️
          July 20, 2020

          @nitisha_rathi  Appreciate the response. I will look for the updates next month!

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            rakesh_lingala
            Helper ⭐️⭐️⭐️
            October 22, 2020

            Hello Everyone!

            Happy to announce that Timeline is enhanced as per Gainsight Horizon Experience as part of the v6.18 release (SFDC / NXT). The Timeline Horizon Experience gives prominent space to high priority information as well as new options to search and filter Timeline. Users now have the ability to edit Activity Type after creating an activity, create and save Timeline views, preview attachments, manage drafts from a consolidated tab, and much more.

            For more information on this feature, refer to the SFDC & NXT articles.

            This feature is implemented in both SFDC and NXT versions.

            Thanks for posting!

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