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ankur_bhat
ankur_bhat
Helper ⭐️
Oct 18, 2018 11:02 AM UTC
Question

Bulk updates in Gainsight Timeline in near future?

Would it be possible to do bulk updates in Gainsight Timeline? Say I wanted to put in a timeline entry for all of the accounts at the same time, can this be done in near future?

    8 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Oct 22, 2018 10:11 PM UTC

    Hi Ankur,

    There are some existing related posts, such as this one about using rules to load to Timeline, or this one about syncing between SFDC and Timeline. If you have a different method in mind, please feel free to share more details. I don't have an eta on either of those items, but as you can see, they're popular ideas among the Community.

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    Lila Krutel, Dir. Global Education Services
    edleguizamo
    edleguizamo
    Contributor ⭐️⭐️⭐️
    Jul 11, 2019 8:53 PM UTC
    I just posted about this shedding a lot more light on what we are looking for and the use case for our ORG. Let me know if you want me to link it :)

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    Eddie Aguilar - Manager, CS Operations
    ajit
    ajit
    Contributor ⭐️⭐️
    Aug 5, 2019 9:40 AM UTC
    We Definitely need this feature introduced where we can bulk insert/update Timeline Activities.

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    lkraas
    Contributor ⭐️
    Aug 15, 2019 6:18 PM UTC
    This would be a game changer for CSMs with large acct loads. Hope this enhancement is on the near-term roadmap.

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    codawson
    Contributor ⭐️
    Aug 29, 2019 3:32 PM UTC
    This would be particularly useful for my team too!

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    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Nov 19, 2019 10:42 AM UTC

    I am assuming that you want to post the same content for multiple customers? Would it work if a single activity is linked to multiple accounts say you had a webinar and want to attach the webinar notes to all the customers who attended it. OR would you want to duplicate the content for each customer?

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    candacemarie_mitcham
    candacemarie_mitcham
    Contributor ⭐️⭐️
    Jun 9, 2020 2:51 PM UTC

    This is a needed feature.  In our current use case we are doing an account leveling campaign where we are reassigning 100+ accounts and I would like to note, but in greater detail, “accounts transitioned as a part of “x” initiative effective xx/xx/xx.”

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    Candace-Marie Mitcham - Escalations Manager, Client Sales - 8x8
      Hannah Bailey
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Feb 5, 2024 6:54 PM UTC

      Any update on this? I still see the Idea as “open” but is been 5+ years. 

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