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kcsp
February 9, 2021
New Idea

Ability to Create Reoccurring Meetings in Timeline

  • February 9, 2021
  • 12 replies
  • 250 views

Our CSMs have recurring meetings with their customers where it would be helpful to either flag or log recurring meetings in Timeline. This would cut down on the time a CSM spends logging the same activity each week. 

12 replies

sai_ram
Expert ⭐️⭐️
February 9, 2021

@kcsp Thanks for sharing your idea. Considering this as enhancement and redirecting to our product team. 

nitisha_rathi
Expert ⭐️⭐️
February 12, 2021

@kcsp How would you want the recurring meeting to log? Just as a placeholder where CSMs can come, edit and add the notes?

sai_ram
Expert ⭐️⭐️
February 16, 2021

@kcsp we need your inputs here as well.

kcsp
kcspAuthor
February 17, 2021

@nitisha_rathi Yeah, I think that would work. If possible, it may be good to have start/end dates the CSM can set so that it’s not an infinite recurrence. 

Chirag
Helper ⭐️
March 9, 2021

Hi @kcsp, Thanks for sharing your idea. Currently, this not on our roadmap as we have some high-priority items on the plate. Based on the number of upvotes I can have a relook at it. Thanks

mindym
Contributor ⭐️⭐️⭐️⭐️
March 23, 2021

I’ve been getting asked for these by my CSMs. Maybe it auto-creates a day in advance as a draft?

Even the ability to copy a meeting (not the notes, but the actual meeting) would be appreciated. I think the team just finds it annoying to have to type in all of the same internal and external attendees for a meeting that they have every week.

iainr
Contributor ⭐️⭐️⭐️⭐️
March 24, 2021

This is also something that’s very high up on our wish list. Ideally we’d want to be able to configure a number of future recurrences that will be logged as drafts to the timeline. Say from today’s date, create drafts for the next 2 instances of a meeting so that we can log notes and agenda items etc against them in preparation for the meetings

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
March 20, 2023

@anirbandutta Would you be able to connect us with the PM in charge to see where this is on the roadmap?

I’d also see this as a reoccurring placeholder email we could add meetings notes and details to.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
anirbandutta
Expert ⭐️
March 20, 2023

Thank you. Let me try to remove some dust off this and get a response. 

It's an opportunity for engagement
rho_ran_experian
Contributor ⭐️⭐️⭐️⭐️⭐️
March 20, 2023

I could see this as an option like creating a Task on an Timeline activity.  Perhaps an option to create a “Future Event” .  It would be great if the subject line could be automatically appended to add “Future Event” so it was easy to spot on the Timeline.  A new default Activity Type of Future Event would allow for these to be excluded from activity reporting.  But you would need to be able to change the activity type without losing everything that had been added the activity prior to that point.  I can see, as someone mentioned above, the benefit of adding the agenda and other notes as the CSM prepares for the meeting.  

@anirbandutta thanks for looking into this!