Hi Product Team,
I am raising this on behalf of one of our customer Seismic Software, they have Zoom AI integration and want to pull Zoom AI recap timeline entries into related Success Plans.
Currently its not possible to view C360 Timeline entries in Success Plan Timeline ALSO there is no API to associate these entries to a Success Plan.
Customer feels there should be a toggle just like Cockpit Configuration → General → Show All Activities in CTA which would show Company and Relationship Timeline entries in CTA timeline, there should be a similar option for Success Plans too.
This use case would help users who would look at the Success Plan level specifically would benefit from full visibility to the Timeline. And having this configurable by admins within the system is best to allow the use case that best fits that individual tenant.
More context in customers own words -
“My Users and account teams use Success Plans to coordinate and plan their annual strategy for addressing challenges and working towards goals within the Success Plan view. Having everything in 1 place and allowing Email threads and other milestone / automated timeline entries to be visible within the Success Plan view (exactly the same as the CTA view) would be greatly beneficial.
Especially for my executives, I would rather have everything in 1 place than require them to navigate to the 360 to view the wholistic Timeline.”
CC: