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jen_pakravan
jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
January 26, 2018
Released

Allow Timeline Activities to be Cloned

Related products:CS Timeline & Activity Tracking
  • January 26, 2018
  • 22 replies
  • 348 views
Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot of them have requested that they be cloneable and then editable (similar to the functionality for rules).

      22 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      January 28, 2018
      Thanks for the post.  Can you explain a bit more about why the CSMs feel the need to clone?  Under what situations would this be useful?
      jen_pakravan
      jen_pakravanAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      January 29, 2018
      Often CSMs have weekly syncs with the same customer contacts and attendees at each of these, and they find it cumbersome to have to fill in this info every time. Does that help?
        karl_rumelhart
        karl_rumelhart
        Expert ⭐️
        January 29, 2018
        Got it.  Yes, that makes total sense. 
          jen_pakravan
          jen_pakravanAuthor
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 29, 2018
          thank you for clarifying!
          sarah_kokin
          sarah_kokin
          Contributor ⭐️
          April 24, 2018
          We'd love to have the ability to clone Timeline activities for very similar reasons as noted above.  
            paul_chang
            paul_chang
            Contributor ⭐️
            October 8, 2018
            +1 - Any update on this?
              andrew_cummins
              andrew_cummins
              Helper ⭐️
              November 4, 2020

              Need this ASAP please!

                Jim Maxwell
                Contributor ⭐️⭐️
                November 4, 2020

                This would make keeping meeting agendas, notes, and to do’s.  When you start to prep for the next meeting, you clone the last one and start to update. This was a feature I loved in my previous note taking tool (rhymes with OneNote) that will make the transition to gainsight even easier.

                 

                  sai_ram
                  sai_ram
                  Expert ⭐️⭐️
                  November 9, 2020

                  @andrew_cummins and @Jim Maxwell Thanks for bringing this request back. We have shipped a lot of new features in last release . 

                  Redirecting this request to our product team. 

                    jliving
                    Contributor ⭐️
                    January 12, 2021

                    I came here today to make the “clone timeline activity” enhancement request and find several are ahead of me. My company has Strategic CSMs who meet weekly with the same people and follow largely the same meeting agenda. Having the ability to ‘clone’ a previous timeline activity would be a great timesaver. They would only need to tweak the meeting notes for each new meeting.

                    Any updates from the Product Team? Is this under review or has it been added to the roadmap? Thank you for any update.

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