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Helper ⭐️
August 1, 2019
Released

Ability to pin a Timeline activity

Related products:CS Timeline & Activity Tracking
  • August 1, 2019
  • 46 replies
  • 1097 views
Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

46 replies

dan_ahrens
Expert ⭐️⭐️⭐️
August 1, 2019
Love this suggestion. Very relevant! Thanks Anastassia for suggesting it.

What do you think @nitisha_rathi ?

VP of Customer Success at Forcepoint
chriscuss_unity
Contributor ⭐️⭐️
October 3, 2019
Great idea! Very useful to keep the more important engagements at top of mind.

Contributor ⭐️
May 1, 2020

We’ve also had our team request this for our instance as well, love this idea!

sai_ram
Expert ⭐️⭐️
May 5, 2020

@All, Thanks for bringing this up! we have added this to our near term road map, I will update you here once we consider this for release. 

Changed the STATUS too…!

ana_gAuthor
Helper ⭐️
May 26, 2020

Thanks for the update @sai_ram !

Anastassia Goidina
bhavik.shah
Contributor ⭐️⭐️⭐️
July 3, 2021

@sai_ram been a year since your last update. Anything new on this?

We have a solid requirement and having this feature would add a lot of value.

Contributor ⭐️⭐️
February 14, 2022

Hi @sai_ram @gainingsight is there any update on this functionality as of today? 

chtown12
Contributor ⭐️⭐️
March 23, 2022

Any update on this? Such a brilliant suggestion

Contributor ⭐️⭐️⭐️
March 23, 2022

Our reps have requested this as well! Would love to hear if any updates have happened.

anirbandutta
Expert ⭐️
March 24, 2022

Adding @Bhawya on this hot thread

It's an opportunity for engagement