Skip to main content
M
melani.engelken
Contributor ⭐️
April 28, 2023
Question

Timeline

  • April 28, 2023
  • 5 replies
  • 114 views

Is there a way to “pin” important information about a customer on the timeline and we could edit?  This would allow anyone internally looking at the information and may be stepping in to help a customer have this information called out as “important”.  For example, this customer only makes the decisions on what product will be used, she does not use or implement the product. Conversations are around product performance and retention (reports/data).

    5 replies

    Molly.McQ
    Molly.McQ
    Helper ⭐️
    April 29, 2023

    You could create a specific activity type for notes of this nature, but, aside from sorting to only view these activities, I’m not aware of any way to pin these for ease of reference. While not perfect, we utilize the Customer Notes field in C360 for this.

    Scientia potentia est
      matthew_lind
      matthew_lind
      VIP ⭐️⭐️⭐️⭐️⭐️
      May 1, 2023

      While there’s no functionality to pin a Timeline entry, there are some places to join your voice with a large number of others seeking something very similar.

       

      Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
        M
        melani.engelkenAuthor
        Contributor ⭐️
        May 1, 2023

        I don’t see a Customer Notes field on the C360.  Can you let me know where it is at?

         

        Molly.McQ
        Molly.McQ
        Helper ⭐️
        May 1, 2023

        @melani.engelken, sorry for any confusion, this is actually just a Text field we have added to the C360 Summary tab (renamed Customer Notes). It should be listed under your Standard Widgets (Horizon). 

        Scientia potentia est
          romihache
          romihache
          VIP ⭐️⭐️⭐️⭐️⭐️
          May 4, 2023

          Piggybacking on Molly’s comment, @melani.engelken you can find the topic in the Change Document for New C/R360, it’s explained under Inline Editing Capability 

          Continuous improvement is better than delayed perfection
            Terms & ConditionsAccessibility statement