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sai_ram
sai_ram
Expert ⭐️⭐️
September 8, 2017
Development

Creating timeline activity via rules?

Related products:CS Timeline & Activity Tracking
  • September 8, 2017
  • 81 replies
  • 2327 views
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

      81 replies

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      jeffmancini
      Contributor ⭐️⭐️⭐️
      June 28, 2019
      +1 Would love this feature specifically for automatically logging lifecycle stage changes and other milestones to the Timeline, especially since the Milestones features seems to be phased out.

        melorille
        Contributor ⭐️
        July 12, 2019
        I would also be interested in using rules to generate timeline activities. We want to take the description from completed tasks and set them as timeline entries. (call notes are logged at the task level)

        This would allow managers to search those notes instead of digging through past task records individually. Having Reps manually create a timeline entry to log their notes in timeline seems like an extra, and unnecessary, step!

          nbogaty
          Contributor ⭐️
          August 23, 2019
          Hello everyone. I have nothing to add to this in terms of describing the feature other than I really need it as well. Seems like this feature has been requested going back to 2017 (!). All we need to do is being able to write to the timeline which, obviously, would make the timeline a hell of a lot more useful if we showed all touch points we have with customers as opposed to one touch point (the CSM). And, obviously, we can't manually enter all this...no one will do it. Bring it Gainsight!!!!

            chad_horenfeldt_c2ba52
            chad_horenfeldt_c2ba52
            Contributor ⭐️⭐️⭐️⭐️
            September 16, 2019
            Still really need this feature. Any update??

            lila_meyer
            lila_meyer
            Gainsight Employee ⭐️⭐️⭐️
            September 17, 2019
            @nitisha_rathi Can you provide the Community with an update on this enhancement request for Timeline? It's very popular and has a lot of requests for updates! I believe it's in progress, but I don't want to misspeak on the eta.

            Lila Krutel, Dir. Global Education Services
            dan_ahrens
            dan_ahrens
            Expert ⭐️⭐️⭐️
            December 5, 2019

            Hi community, some exciting news on this front coming with Gainsight’s December content update. We are planning to provide functionality that will let you sync activities from SFDC to Timeline via a configurable automation job. Stay tuned to the Product Updates topic area to be notified when this feature is released! https://community.gainsight.com/product-news-updates-6

            VP of Customer Success at Forcepoint
              Ricardogs18
              Contributor ⭐️⭐️⭐️⭐️⭐️
              February 5, 2020

              Super excited about the new release, but it seems like it is super limiting.  We have an object that is not being pulled in.
              Is there anyway we could push updates directly from a custom object in GS?

              nitisha_rathi
              nitisha_rathi
              Expert ⭐️⭐️
              March 27, 2020

              @amanda_neil How would you use this CSM field? Would this be used in reporting?

              phani_kumar
              phani_kumar
              Gainsight Employee ⭐️⭐️
              June 18, 2020

              +1.

              Every week my team members will get the smart sheet with the Timeline Notes along with the Customer Name or Relationship Name. So we have to open those C360/R360 pages respectively and have to enter the Timeline notes Manually. So it would very help full if we can automate this process, so it saves a lot of time.

               

              Thanks.

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