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Contributor ⭐️
February 3, 2020
New Idea

allow bulk updates to Gainsight timeline

Related products:CS Timeline & Activity Tracking
  • February 3, 2020
  • 11 replies
  • 414 views

we have a few use cases where having the ability to write to Gainsight timeline in bulk would be highly useful

 

Examples:

  1. If a CSM leaves PatientPop without notice, we would like to bulk upload an account transition note into timeline for all of their accounts at once rather than one by one. 
  2. If a CSM gives their notice, we'd like to bulk upload their account transition notes into timeline using a spreadsheet rather then have them tediously click through each account individually. 
  3. When we receive a survey response from a customer to our various CSAT, NPS and product surveys, we'd like to automatically record the score/verbatim feedback into timeline. 

11 replies

cvandegenachte
Contributor ⭐️⭐️
March 8, 2026

Bulk creation and edits of timeline would still be a major win!