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andreammelde
andreammelde
Helper ⭐️⭐️
June 17, 2022
Open

Allow for more than just "milestones" on the Customer Journey widget, instead use boolean field on other types that a CSM manually flag

Related products:CS C360 & R360 & P360
  • June 17, 2022
  • 18 replies
  • 222 views

It would be great if we could allow for more than just the Milestones timeline type to the widget. It’s a really cool and powerful widget that is a little to gated

 

Reason for this is our team is already set in a process to record SBRs to a timeline type specifically for those. Since the widget is only limited to Milestones, they will not show without us having to change our process which frankly is not worth it.

 

Ideally, I would like to see a field that is simple boolean that a CSM can check in addition to the configuration we would set as the admin. This would also help in a general sense for account transitions bc then a new CSM could focus on the timeline entries flagged as most important by prior CSMs

    18 replies

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 17, 2022

    Love this idea.  Our teams would definitely benefit from this option as well.

    andreammelde
    andreammeldeAuthor
    Helper ⭐️⭐️
    August 11, 2022

    bringing this back to the top - any consideration to expand this beyond milestones? We have type for Business Reviews, Surveys, etc. Additionally if a CSM want to flag something they see as an important conversation, this would be helpful

     

    Andrea Carroll
      gopal_rao_kallepu
      gopal_rao_kallepu
      Helper ⭐️⭐️⭐️
      August 19, 2022

      Can you take this up  @Bhawya ?

      Gopal
      Bhawya
      Helper ⭐️⭐️⭐️
      August 19, 2022

      @andreammelde Thanks for sharing the use cases. There definitely is value in expanding this to non-milestone activity types, we will look into this. However, at this point don’t have visibility on timeline. Once, there is more clarity will update this thread.

      bradley
      bradley
      Expert ⭐️
      August 22, 2022

      @andreammelde Thanks for sharing the use cases. There definitely is value in expanding this to non-milestone activity types, we will look into this. However, at this point don’t have visibility on timeline. Once, there is more clarity will update this thread.

      Just wanted to mention that this idea of essentially ‘custom’ milestones using existing timeline activities is something that other people in the community are interested in - not just those in the beta that have access to test it. It’s a pretty frequent question if anyone has seen/heard of the new feature/design - if they find out you’re in the beta that’s almost always the follow-up question.

        andreammelde
        andreammeldeAuthor
        Helper ⭐️⭐️
        December 21, 2022

        @Bhawya can this be made available to see outside of the beta group? other admins are looking for it and would be great to keep this thread going rather than start something new

         

        Andrea Carroll
        anirbandutta
        anirbandutta
        Expert ⭐️
        January 6, 2023

        @Bhawya can this be made available to see outside of the beta group? other admins are looking for it and would be great to keep this thread going rather than start something new

         

        Andrea, maybe get this going as an Idea?

        I mean I can convert this to an Idea outside the group.

        It's an opportunity for engagement
        bradley
        bradley
        Expert ⭐️
        January 6, 2023

        @Bhawya can this be made available to see outside of the beta group? other admins are looking for it and would be great to keep this thread going rather than start something new

         

        Andrea, maybe get this going as an Idea?

        I mean I can convert this to an Idea outside the group.

        @anirbandutta I’ve actually been meaning to ask (sorry to highjack this thread a bit in the process) but can posts from the beta, once the beta is closed, be converted to public ideas? I ask because I often see requests or questions from the wider community about new features that have already been asked/requested during the beta. 

        I think it would be easier for ya’ll to not have to field duplicate requests, it would show other folks that people beta testing do ask those questions, and it would give Gainsters a more accurate idea of the age and vote number for those requestions (that’s a word I just made up).

          anirbandutta
          anirbandutta
          Expert ⭐️
          January 9, 2023

          I think that makes sense, especially since since 360 is officially out of Beta we can continue ideating outside this group. I will take this idea outside.

          And yes we need new words :) 

          It's an opportunity for engagement
            anirbandutta
            anirbandutta
            Expert ⭐️
            January 9, 2023
            No Status→Acknowledged
            It's an opportunity for engagement
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