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cinco_coates
cinco_coates
Contributor ⭐️⭐️⭐️
September 6, 2017
New Idea

Ability to Report on Internal Attendees from Activity Timeline

  • September 6, 2017
  • 20 replies
  • 262 views
Similar to Melissa's recommendation in "Need the ability to report on external contacts within Timeline Activity," it'd be nice to have the ability to report on Internal Attendees from the Activity Timeline.

Use Case: My technical team (TSMs) often join CSMs on phone calls, emails, etc. I would like to run a report and see how often my team is listed on an Activity as an "Internal Attendee" to help understand our impact. 

      20 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      September 7, 2017
      Hi Cinco,

      Thanks for using Timeline and for building reports on that data! There's definitely a strong use case for reporting on attendees (internal and external). Right now the only fields you can't use in reporting or rules are the attendees and the raw text notes, but our engineering and product teams are looking to make improvements on those. 
      VP of Customer Success at Forcepoint
      jake_smith
      jake_smith
      Contributor ⭐️⭐️⭐️⭐️⭐️
      November 1, 2017
      This is becoming an increasing request for us as well. Is there a timeline for this feature request?
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 2, 2017
      We will be shipping a number of Timeline enhancements in our Fall release (November) that will include increasing max attachment size to 30MB, ability to create picklist/dropdown custom fields and exposing the raw text as a reportable source.

      Attendees as a reportable source are being targeted for Winter release (~Feb timeframe). 
      VP of Customer Success at Forcepoint
        heather_hansen
        heather_hansen
        VIP ⭐️⭐️⭐️⭐️⭐️
        February 15, 2018
        In looking at the release notes, it looks like neither this or external made it to the winter release.  Can you confirm and give a new potential date available?
        colin_burns_c26524
        colin_burns_c26524
        Contributor ⭐️⭐️⭐️⭐️
        March 30, 2018
        Did this slip?
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        April 2, 2018
        Yes, we were unable to deliver this with our winter release. Sorry about that.  This functionality has presented some technical difficulties that required more time to fully develop and test. We recognize this as an important feature and are working to enable this soon!
        VP of Customer Success at Forcepoint
        brad_jennings
        brad_jennings
        Contributor ⭐️⭐️⭐️
        July 10, 2018
        Can we get an update on this?
          hardik_mota
          hardik_mota
          Helper ⭐️
          August 14, 2018
          Hi Team, 

          One of our customer (Ashley Phelps) from the company (name: Double Dutch) is also interested in this feature. Do we have any update on the ETA for this requirement?
          Hardik
            jen_pakravan
            jen_pakravan
            Contributor ⭐️⭐️⭐️⭐️⭐️
            December 21, 2018
            Is there an update on this? This has been a huge blocker for us.

            ky_powell
            ky_powell
            Contributor ⭐️⭐️⭐️⭐️⭐️
            January 10, 2019
            I agree, this is a huge need for us as well. With the collaboration that we are driving between our CSM's and AE's to work together we need to be able to report on whether the AE's are actually attending the QBR meetings with their CSM's.

            Show more replies
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