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Separating Success Plan Timeline from C360 timeline

  • June 25, 2020
  • 2 replies
  • 46 views

Dkirkpatrick
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Hi, 

I would like the ability to post things in my Success plan timeline that would be independent of the C360 Timeline.   I would also like the ability for the customer to add to that timeline should they want to add notes to a success plan objective.  In additional, it would be swell if we could publish a link to that success plan timeline to our C360 timeline for internal use only.  thank you.

 

2 replies

aditya_marla
  • Helper ⭐️⭐️⭐️
  • October 1, 2020

Hi @Dkirkpatrick :

Let me know if I understood it correctly. You do not want the timeline entries made in a Success Plan to be visible in the 360 timeline? 

On the ability for customers to post / add timeline entries to the Success Plan : I had one question , would you need any addition permissions to control what timeline entries your customer can see / not see? (Or are you ok if your customers have access to all timeline entries of the plan)

Regards


sai_ram
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  • Expert ⭐️⭐️
  • October 15, 2020

@Dkirkpatrick did you get a chance to view the comments posted by @aditya_marla . Need your inputs here.