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sai_ram
Expert ⭐️⭐️
January 24, 2018
New Idea

Adding field type, like multipicklist option, to the Timeline "+field" dropdown

  • January 24, 2018
  • 13 replies
  • 157 views
<Customer Request> Any idea on if we're going to support a multipicklist option? 

    13 replies

    nitisha_rathi
    Expert ⭐️⭐️
    January 24, 2018
    ETA for Multipicklist support is not yet decided.

    Thanks,
    Nitisha
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 15, 2018
    This is a need for us as well.  Our use case:  We have a Timeline activity for the CSM to track trainings.  We have a drop-down field for them to select the product that they trained on.  It's pretty common for them to train on more than one product at a time, so we're losing visibility on those additional products currently.  We have a few workarounds that we are discussing, but would be great to just be able to have the ability to select more than one in the same drop-down.
    mike_wills
    Contributor ⭐️⭐️
    April 16, 2018
    Any update on ETA for multi choice picklist?  We need this yesterday for a product feedback loop we are building with Sales, Support, and our Product teams.  We need the ability to have multiple multi choice picklists in a single activity. 🙂
    cmultanen
    Helper ⭐️
    May 15, 2018
    This would be super helpful for our team as well for our Voice of the Customer program! 
    tanya_strauss
    Contributor ⭐️⭐️⭐️
    May 17, 2018
    I have a client who would like to use Timeline activity entries to automate Success Plan generation (based on SP templates). For example, common topics are A, B, C. We've mapped SP templates for each + combos. If the CSM and client discussed A and C during the last meeting, generate Success Plan template variation 5. It's possible to do this with more than one "topic" field but that limits the options to the number of fields (and wouldn't eliminate the ability to select the same topic more than once). 
    Director, Customer Success | Druva
    manuel_damian
    Contributor ⭐️⭐️⭐️
    September 6, 2018
    This would be very helpful for us as well. I want our CSMs to be able to log Use Cases and select the categorieS of use cases from a multiple choice checklist.
    kara_kogelman
    Contributor ⭐️⭐️⭐️
    September 18, 2018
    Would also be helpful for us. 
    manuel_damian
    Contributor ⭐️⭐️⭐️
    September 18, 2018
    Could we at least use Tags in this area? Thanks.
    jp_mehlhaff
    Contributor ⭐️⭐️⭐️
    September 24, 2018
    This feature would be very helpful for us. We are currently asking that CSMs share specific talking points with customers. We have been adding fields to the activity pane so that a CSM can mark a checkbox or select an option from a drop down menu. This allows us to build reports on how many activities contained the specific talking points. The issue is that a CSM could cover multiple talking points within one call. Without a multi select list, a CSM has to either:
    1. Only log one activity with one of these talking points which doesn't provide all of the data
    2. Log multiple activities for the same call. Not preferred for a number of reasons.
    jeffrey_boyer
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    November 19, 2018
    I have had two customers with this request. In both situations they are trying to report on topics discussed and could discuss multiple topics that need to be logged. Right now they have to be logged as separate timeline activities or each field in the picklist would have to be added to the Timeline as a boolean field. You then start running into issues with the number of fields you can have on timeline.