- - The ability to edit the type of activity: If I wrongly added a call instead of a meeting now you need to delete the call and create a new meeting activity.
- A way to format with color in the notes section to dictate action items, like how we send emails to our clients
- - The ability to drag and drop the activities to organize the view to show what is most important up top, for example
- - Sync with Google Calendar for meetings/calls
- -A way to document “external attendees” that don’t exist in the company contacts (for example, I have clients where every so often a new or wildcard teammate will join a call, but since they’re not in our contact list, I can’t add them to the attendee list.
- -A checklist or way to create CTA action items in the timeline that pertain to notes taken on the call.
- - The ability to record the meetings so you could open up timeline before a call and click record. What one SM is doing now is recording meetings in OneNote. uploading the file to the client drive and adding the share link into the Gainsight activity.
New Idea
Timeline Improvement Suggestions
We have a lot of people using Timeline and have gotten some great feedback. In order to make this a tool that can fully replace some of the other similar tools we are using the below would be super helpful.
Hi Harris,
Thanks for the ideas. Currently, we are working on adding capability to add CTA action items from an activity and adding “external attendees” that don’t exist in the company contacts. These should be available in Spring release.
We will also analyze rest of the suggestions and look into the possibilities of adding them in timeline.
Thanks,
Nitisha
Thanks for the ideas. Currently, we are working on adding capability to add CTA action items from an activity and adding “external attendees” that don’t exist in the company contacts. These should be available in Spring release.
We will also analyze rest of the suggestions and look into the possibilities of adding them in timeline.
Thanks,
Nitisha
Thanks Nitisha, is it on the roadmap to be able to export from Timeline?
Hi Harris,
Do you want to export full timeline or just share an activity with internal & external users? Both of these are in the roadmap -
1. Exporting full timeline is in long term roadmap
2. Sharing an activity with internal & external users is in short term roadmap.
Thanks,
Nitisha
Do you want to export full timeline or just share an activity with internal & external users? Both of these are in the roadmap -
1. Exporting full timeline is in long term roadmap
2. Sharing an activity with internal & external users is in short term roadmap.
Thanks,
Nitisha
Hi Harris,
Do you want to export full timeline or just share an activity with internal & external users? Both of these are in the roadmap -
1. Exporting full timeline is in long term roadmap
2. Sharing an activity with internal & external users is in short term roadmap.
Thanks,
Nitisha
Do you want to export full timeline or just share an activity with internal & external users? Both of these are in the roadmap -
1. Exporting full timeline is in long term roadmap
2. Sharing an activity with internal & external users is in short term roadmap.
Thanks,
Nitisha
Exporting full timeline would be ideal, in case we need help prepping an executive briefing for someone who doesn't have a gainsight login.
Sharing specific activity also would be great since the sync to salesforce was rolled back.
Thanks!
Sharing specific activity also would be great since the sync to salesforce was rolled back.
Thanks!
1 person likes this
Hello Everyone!
Happy to announce that your request has been partially considered and included as part of the v6.14 release. Gainsight now allows users to share Timeline activities as emails with the Share via Email option, which is available for all activity types on the Timeline page.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!
1 person likes this
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