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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

romihache
VIP ⭐️⭐️⭐️⭐️⭐️
May 4, 2023

Would love to see this one happening!

Continuous improvement is better than delayed perfection
anirbandutta
Expert ⭐️
June 27, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement
spencer_engel
Expert ⭐️
June 27, 2023

I hope this gets prioritized soon. Seems relatively low effort while providing a huge efficiency gain. It will also prevent workarounds like we recently discovered where some of our users were posting activities with an activity date well into the future (e.g. 1/1/2040) so that a certain post would always be at the top. It was throwing off our reporting and some rules.

Contributor ⭐️⭐️
July 27, 2023

Any status on this? Looks like it’s been 3 years and is still under consideration. 

Contributor ⭐️⭐️
August 28, 2023

@sai_ram Curious to know where this stands on your roadmap as the last status was form 3 years ago. 

Contributor ⭐️
October 12, 2023

It is not good to see a product company not focusing on its community forum and responding back to enquiries nor lsitening to what is being said. 

This is such an easy fix and such an important feature.

Probably would be worth get some inspirations from HubSpot and Gong on how great of a job they do in the space

anirbandutta
Expert ⭐️
October 13, 2023

@Sowmya would you be able to share the latest on this pl?

It's an opportunity for engagement
Contributor ⭐️⭐️⭐️⭐️⭐️
October 16, 2023

Hi Team,

Apologies for the late reply.

Certainly, this use case holds significance, and we're in the process of internally brainstorming the optimal solution.

I'd appreciate your input on the following criteria:
1. Manual Control by CSMs - Here, CSMs would highlight critical activities, which would then be displayed at the top of the Timeline.
2. AI-Driven Recommendations - This would involve the AI suggesting important activities based on contextual data.

Best regards,

Sowmya

ajprince
Contributor ⭐️⭐️⭐️⭐️
October 30, 2023

@Sowmya Thinking from a UX perspective in how other platforms work with pinned documents/posts, I think it would be optimal to allow the CSMs to manually decide which activities they would want to pin to the top of timeline for their customer. However having an AI-driven option would be nice to layer on top over time.

Stephanie.williams
Contributor ⭐️
October 30, 2023

I would like this feature. It may be nice to have pin my last enry or meeting agenda so I have readily available for my next interaction with the customer.  

Stephanie Williams - PowerDMS Customer Success Manager