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rozi_shuster
rozi_shuster
Contributor ⭐️⭐️⭐️
Apr 10, 2019 7:21 AM UTC

Timeline activity status presentation

I got a great request and suggestions from our CSM team about the timeline activities statuses.

currently when login activities and giving them a status, we have no ability to manage this properly and know which activities are still open . a suggestion to ease our work with timeline, is to give a color , mark activites if they are open or closed in the main timeline page , without needing to log in to each activity. see screenshot with example below... see the red and green colors on the right to present if the activity is open or closed.

is this something you have on the road map or can open a feature request for?



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      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Apr 20, 2020 11:46 PM UTC

      Hi @ilaydaonbilgin - we’re actually releasing a feature next month that will allow you to sync your cockpit to your Google or Outlook calendar, so you can work quickly and easily with customer activities and whether you work out of your cockpit or your calendar or both, it will make things a lot smoother for the kinds of use cases you outlined for keeping track of future customer events. Keep an eye out for information on this with the Gainsight May Release!

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      VP of Customer Success at Forcepoint
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        Apr 24, 2020 10:53 AM UTC

        @ilaydaonbilgin Here is the article for Calendar Integration. 

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        ilaydaonbilgin
        Contributor ⭐️⭐️
        Apr 24, 2020 4:02 PM UTC

        Hello @sai_ram and @dan_ahrens 

         

        Thank you for your replies. The new feature is cool but it is not giving the flexibility on seeing planned activities from Timeline.

         

        To solve this problem, we created meeting status as “planned, confirmed and done” and showing these reports in CSM dashboard.  Wish we had flexibility on the filters of Global Timeline and don’t give effort on building these dashboards. Any plan to have filter flexibility on Global Timeline?

         

        Best,

         

         

         

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          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          May 5, 2020 10:48 AM UTC

          Hi @ilaydaonbilgin,

          We are also planning to integrate your calendar with Timeline view where you will be able to see upcoming meetings and add notes on them. I think this should solve your use-case since you will be able to see the status of the meeting (if it already happened, if the notes of the meeting were posted, etc.)

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            rakesh_lingala
            Helper ⭐️⭐️⭐️
            May 13, 2020 12:02 PM UTC

            Hello Everyone! 

            Happy to announce that your request has been considered and released as part of the v6.14 release. With our new Cockpit Calendar integration feature, view CTAs directly on your Google or Outlook calendars to easily stay on top of your most important customer to-do’s.

            For more information on this feature, refer to the Cockpit Calendar Integration article.

            This feature is implemented in the NXT version only.

            Thanks for posting!

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