Hi Team,
Currently from rules we can create activities only for milestone type , In our road map do we have any possibility to give the option to create for other activity types as well ?
Hi Team,
Currently from rules we can create activities only for milestone type , In our road map do we have any possibility to give the option to create for other activity types as well ?
Hi
Hi,
would it be possible to add this to the roadmap, as a long term plan?
In our timeline we want to log support tickets (our customers only log about 5-10 per year), if the customer would log two at the same day only one will appear in the timeline since the key when adding milestones is Company, Milestone Type and Activity Date, not Activity DateTIME.
thanks!
/David
Any update on this?
This would be very usefull for us to log futur meetings automatically in the timeline.
This would be helpful for us as well. We would like to create an activity when a RM creates a case on behalf of a customer.
Thanks,
Rhonda
I have more than one use case for this, but my immediate one is that when we complete a specific objective, we want to log an activity to timeline documenting this, and setting some specific values that are unique to that type of activity (ex. we want to document whether we found the customer in compliance with their license capacity or not) which I cannot describe in the Milestone.
Can you please provide an update on the roadmap status for this? Thank you.
The use case for having this is really around flexibility to have our GS instance/timeline how we want/need it as a business. It’s as simple as that.
Some examples though;
- We have emails logged to SF, eg via Einstein, that we also want to show on GS timeline as type = email. Right now with the SF->GS sync we can only sync SF Events & Tasks.
- We have support tickets (again via SF), that we want to log to timeline as type = Support Case.
Wanted to add a use case to this thread. We would like to create an activity from a specific type of Task record that is identified by a custom field when it closes, pushing the task description into the comments section of the activity. My users are having to manually create an activity for the task they have already created which is duplicative work.
I’m very surprised this isn’t a thing. Can we fix that!
Totally agree - I have bumped into this several times in my career - just grumbled and moved on. Please Gainsight - this will be hugely helpful!
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