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ana_g
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

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    saltamash
    saltamash
    Helper ⭐️⭐️
    April 27, 2022

    I’d love to hear if there are any updates on this? We are receiving multiple requests from our CSM for the ability to

    1. Pin Timeline activities (Universal) so that who ever is visiting the timeline can see this pinned activity on the top
    2. Star Timeline activities (User Specific) so that the user who has starred the activity can see this on the top of the list.
      cmultanen
      cmultanen
      Helper ⭐️
      April 28, 2022

      +1, would love an update on this. 

      jaredjasso
      jaredjasso
      Contributor ⭐️⭐️
      June 16, 2022

      Would also like an update on this! Thanks!

        Bhawya
        Helper ⭐️⭐️⭐️
        June 17, 2022

        This item could not be picked up due to other higher priority items. Will update this thread once we have visibility of timeline for this item.

          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          October 12, 2022

          Bumping this for visibility. 

           

          VP of Customer Success at Forcepoint
            keith_mattes
            keith_mattes
            Helper ⭐️⭐️
            December 20, 2022

            BUMP again! We need this !!!!

            Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
              gunjanm
              gunjanm
              Expert ⭐️
              December 20, 2022

              How is this not a thing already?

              Gunjan
                owbou
                Contributor ⭐️⭐️
                December 20, 2022

                I would love to have this as well!

                sarahmiracle
                sarahmiracle
                VIP ⭐️⭐️⭐️⭐️⭐️
                December 20, 2022

                What about the new C360 Customer Journey timeline widget? I haven’t used the new C360 yet, but I would hope that effort could be combined with this request, and allow us to manually choose a timeline activity to pull into the Customer Journey timeline widget. ie, the “pinned activity” would be added to the journey widget.

                Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
                  Bhawya
                  Helper ⭐️⭐️⭐️
                  January 3, 2023

                   

                  @sarahmiracle In the current version of C360 customer journey widget, choosing a timeline activity manually to display on the widget is not supported. Admins can today configure the milestone types which should be displayed on customer journey widget, activities are pulled into the customer journey widget based on that configuration.

                  ‘Ability to pin a timeline activity’ is under consideration, will update this thread when there is clarity in terms of timeline for this feature. 

                   

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