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tom_gerth
Gainsight Employee ⭐️⭐️
December 22, 2016
New Idea

File attachments in Timeline view

  • December 22, 2016
  • 36 replies
  • 447 views
I'm wondering if we have anything on the roadmap regarding the ability to attach files to an update in CS360 Timeline view?

We currently have the ability to create a link within the notes which is extremely useful, but it may also be useful to have the ability to attach an xls, csv, or doc file to the Notes section as well!

    36 replies

    karl_rumelhart
    Expert ⭐️
    December 22, 2016
    Yes, Tom.  Attachments are absolutely part of the vision here.  Based on some input we have received, we are sensitive to the fact that there may be a higher bar on access control around attachments compared to the Activity records themselves.  That is, there may be highly sensitive info in attachments that need to be restricted even from folks who can see the 360 and regular Timeline info.   Do you see it that way also?  Perhaps you can share some of the primary kinds of attachments that you would like to add so we can get a better sense of what sort of surrounding features we would need to make sure that you can use things effectively.  Thanks. 
    jennifer_richard
    Helper ⭐️
    December 29, 2016
    Hi Karl, we have this same requirement.  Our use case is as follows:  prior to Gainsight, CS Acct Mgrs, upon completion of an account meeting, would create a chatter note on the SFDC account page, @mention all resources involved with the account, include some summary levels notes and then attach a document with full meeting notes.  

    We would like to replace this practice with use of the Timeline Activity "Log a Meeting" feature, however not being able to attach the document is inhibiting us.  
    karl_rumelhart
    Expert ⭐️
    January 2, 2017
    Thanks.  Very helpful.  Sounds like you need both attachments and a way to push the Activity to certain recipients (somewhat like @-mention).  Both make sense and are on our backlog.  One thing that excites me is the possibility (unlike with chatter) to optionally send meeting notes to the external meeting participants, as well as internal.  
    jennifer_richard
    Helper ⭐️
    January 2, 2017
    Ability to send to external contacts would be phenomenal.
    joseph_siudzinski
    Helper ⭐️
    January 10, 2017
    +1 for attachments. I see that you could potentially add a url link to the notes. So, if you could put the attachment on Box/Drive you could at least have a path to it. 

    Karl, I feel that if folks have the desire to post attachments on an activity in timeline, they would want the attachment to be seen as well. Would the permission level actually be at the timeline activity level and not just the attachment level?
    sarah_coote
    Contributor ⭐️⭐️
    February 15, 2017
    +1 for attachments. Really would like to be able to attach Word doc or Excel for some Timeline 360 Activities! Thanks
    melissa_terrell
    Helper ⭐️
    March 6, 2017
    +1 for attachments and @mentioned to notify other team members of key activities. 
    justin_majors
    Contributor ⭐️⭐️⭐️
    March 17, 2017
    Yes please, this would be great for our current workflow.
    justin_majors
    Contributor ⭐️⭐️⭐️
    March 17, 2017
    We keep excel documents for our higher touch customers that are Rolling Action Log style documents. It's a high level overview of escalations, cases, professional services activities etc, in a single document.  
    scott_superko
    Helper ⭐️
    March 22, 2017
    +1 for attachments and @mentions