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angela_domenichelli
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
September 23, 2021
Released

Admin defined views for Timeline

Related products:CS Timeline & Activity Tracking
  • September 23, 2021
  • 42 replies
  • 835 views

Gainsight Admins should be able to “push” views to Timeline, the same way they can Cockpit views today.  Here are a few use cases:

  • Authored by Current User and Company is not managed as Customer
    • Help CSMs find activities where they selected the wrong account and update with the correct account information
  • Creating a view for all accounts within a hierarchy
    • Helps CSMs with complex account hierarchies find all Timeline activities for the parent and child accounts

    42 replies

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    C
    cheryl.luft
    Contributor ⭐️⭐️
    February 14, 2023

    Gainsight filters are not intuitive for end users. It would be so useful to have the ability to push out custom views for timeline, especially since we can do this for other areas of the system.

    Some use cases are for specific types of accounts, we just rolled out our digital pooled segment, and the CSMs who manage those accounts don’t need to see every account, just ones that fall into that segment. Creating a view that they can select would make things so much easier.

    Additionally, for managers trying to get a quick overview of accounts for their direct reports, and individual CSMs looking at their own accounts. 

    This ability would make things so much easier for everyone reviewing timeline activities. 

    zach_davis
    zach_davis
    Helper ⭐️
    August 16, 2023

    Is anyone aware of when this will be on the roadmap?

      sarahmiracle
      sarahmiracle
      VIP ⭐️⭐️⭐️⭐️⭐️
      January 25, 2024

      I wish this would have been considered as an enhancement when Gainsight started working on the new Horizonized-Timeline for admins that releases in February

      Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
        jenlpro
        jenlpro
        Helper ⭐️
        January 31, 2024

        Bumping this post because I cannot believe that this functionality does not exist! Please add this to the next timeline update!!!!

          kstim
          kstim
          Helper ⭐️⭐️
          February 1, 2024

          Agree with everyone above. End users are not trained on how to configure filters and do not necessarily understand the lookups or which fields should be selected for their desired outcome. I’d really love the ability to push admin defined views to our end users - would be a huge time saver!

            alizee
            alizee
            VIP ⭐️⭐️⭐️⭐️⭐️
            July 25, 2024

            Consistency with cockpit! Thank you! 

            The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
            zach_davis
            zach_davis
            Helper ⭐️
            September 11, 2024

             

            Thanks for sharing the use cases @sarahmiracle. Giving the ability to admin to push views will definitely make it a valuable experience for the CSMs and also making it simpler for our admins. We will look into this. Once I have more clarity on when this can be picked up, I will update this thread.

            any updated on this @Bhawya @rahul_prayakarao 

            darkknight
            darkknight
            Expert ⭐️
            January 17, 2025

            ​@jake_ellis may you please help us find the appropriate PM for this 3-year old/highly voted item?

            With Gainsight doubling down on everything having to be in Timeline in order for AI to produce results, we’re forced to post nearly every little detail to TL, exponentially cluttering the TL.  We need to be able to publish filters for users to help them weed through the mess.

            Jeff Kirkpatrick
              darkknight
              darkknight
              Expert ⭐️
              January 17, 2025

              Just tried to post here and got a “moderator” message…

              Trying again…


              ​@jake_ellis  may you help us identify the appropriate PM for this 3 year old/highly voted item? It’s increasingly a need with Gainsight doubling down on everything having to be in TImeline for AI to provide effective results.

              Jeff Kirkpatrick
                darkknight
                darkknight
                Expert ⭐️
                January 21, 2025

                Related to this item:  

                 

                Jeff Kirkpatrick
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