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New Idea

File attachments in Timeline view

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36 replies

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • August 17, 2017
Hi,

Attachments will be available in C360, R360, CTA and widgets timeline. Are you referring to some other 360 section?

Attachments added via rules engine is still under discussion. Could you share with us your use-case, this will help us design it better.

Thanks,
Nitisha

tracy_streetman
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  • Contributor ⭐️⭐️⭐️
  • 16 replies
  • September 6, 2017
Now that attachments are available in the Timeline...yay! 🙂 - We have all of our activities synced to SF activities.  If we add an attachment to an activity in Timeline, should I expect to see the attachment in the synced SF activity as well?

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • September 7, 2017
Hi Tracy,

Not yet. We plan to add a configuration to choose if the customer wants to sync attachments to SF activity or not. This config will be available soon.

Thanks,
Nitisha

tracy_streetman
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  • Contributor ⭐️⭐️⭐️
  • 16 replies
  • September 7, 2017
We could definitely use that configuration.  Thanks!

scott_superko
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  • Helper ⭐️
  • 74 replies
  • September 11, 2017
Hi Nitisha, 

Can you please clarify what you mean by this config will be available soon? Do you mean fall release or will you slip this in?

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • September 22, 2017
Hi Scott,

This will be available post fall release.

Thanks,
Nitisha

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • January 11, 2018
Hi,
Any updates on this?  We've recently rolled out Timeline inside the CTA for our teams and would love for them to be able to add attachments there to sync to SF.

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • January 11, 2018
Attachments can be uploaded to Activities, but they do not sync to SFDC. This enhancement is under consideration but will not be implemented before July at the earliest.

arielab
  • Contributor ⭐️⭐️
  • 4 replies
  • December 11, 2018
is there a plan to add mail attachments to timeline entries?


lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • December 11, 2018
Hi Ariela,

We are currently running a beta program for our new Email to Timeline feature, which allows users to send their customer email communications to Timeline. Attachments on the emails will be stored in the Timeline activity up to 20 MB.

The new feature will be released broadly in the next few months.

Is this what you're looking for?


arielab
  • Contributor ⭐️⭐️
  • 4 replies
  • December 12, 2018
yes, we are interested in the ability to attach mails as reference to timeline entries


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