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natalie_howell
natalie_howell
Contributor ⭐️⭐️
September 11, 2017
Closed (Duplicate)

Ability to update multiple timelines at once?

Related products:CS Timeline & Activity Tracking
  • September 11, 2017
  • 25 replies
  • 454 views
I have over 40 clients in GS and often make an update to multiple client sites at once. Is there a way to mass update the accounts in GS with the changes made? We are encouraged to keep notes in GS for our clients but if I have to go into 40 Timelines to post the exact same update, it is ridiculously time consuming. Suggestions?

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    einat_pick
    einat_pick
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 22, 2018
    We have a similar requirement but for a different use case.
    In 1x1 meetings between CSM and manager, they go over the list of customers. It would be great if they can add Timeline updates (with a summary of what was discussed) directly from the Customers UI view.
    This would be similar to how you can update the Customer Comments (pencil icon in Customers UI Views).
    Today, they need to go into each account separately and it is tedious.

    Thanks,
    Einat
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      January 22, 2018
      Great use cases and discussion!

      We have a lot planned for Timeline in 2018, both near term roadmap and later in the year. You'll definitely want to attend Gainsight's Product Roadmap webinar - Tomorrow, Tuesday, January 23 at 10am PST - to hear all about it.

      Sneak peek - global timeline (the ability to create and view entries across your entire customer base from a single screen) is coming in winter 2018. 🙂
      VP of Customer Success at Forcepoint
      tracyhigginsyoung
      Contributor ⭐️⭐️⭐️
      November 11, 2020

      Any update on this request?  We, too, oftentimes participate in “parent” meetings that should ideally be captured on several “children” timelines, along with the Parent timeline entry.  Exact same content but no way to copy the same timeline entry to all children without manually having to open and add in each child’s timeline.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 12, 2020

      Let me convert this over to an idea post so we can start tracking upvotes. 

       

      And please do upvote this idea if you are keen on it. :)

      VP of Customer Success at Forcepoint
      phani_kumar
      phani_kumar
      Gainsight Employee ⭐️⭐️
      November 13, 2020

      My vote for this request. I saw a similar post where most of them are requesting to provide the capability/option to Load data to Timeline using rules.

       

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      December 3, 2020

      Hi All,

      Would giving an option to clone the activity help? All of the details except company name will be cloned and you can then post the activity for another company.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        December 17, 2020

        @tracyhigginsyoung , @elaine_gray, @natalie_howell, @marcelo , @steven_doty, @einat_pick did you get a chance to view the comments here. We need your  inputs here.

          tracyhigginsyoung
          Contributor ⭐️⭐️⭐️
          December 17, 2020

          Cloning the activity would certainly help.  If you could then choose several companies to clone it to at once, that would be most useful… otherwise having to re-clone for each additional company would be rather time consuming. 

            venkatesh
            Gainsight Employee ⭐️
            venkatesh
            Gainsight Employee ⭐️
            January 3, 2023

            can’t we use associated records for this usecase?
            Although associated records have a limit of 10 for now. A max of 11 companies (10 associations & 1 main activity) are allowed using associated records.

            trund
            Contributor ⭐️
            February 18, 2026

            I have a new use case for this request. I often have several timeline activities (emails or meetings) relating to the same escalation for a client in a day. At the end of the day, I want to quickly be able to connect these interactions to the associated records. It is such a waste of time to open each timeline activity and associate the same record to each one.

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