File attachments in Timeline view

Forum|Forum|9 years ago
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!

Show previous replies

justin_majors

Contributor ⭐️⭐️⭐️

Can you define 'inline image'? Are you saying we can copy and paste something like a screenshot into the timeline or into the notes? Would we upload an image?

sarah_coote

Contributor ⭐️⭐️

Thanks for the confimation 🙂 :)

Copy+paste of image directly as Justin mentions above would be great

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

Attachments in Timeline will be available with the 5.9 release on Sept. 5.

Lila Krutel, Dir. Global Education Services

sarah_coote

Contributor ⭐️⭐️

Fantastic!! Thanks 🙂

caiellogainsightcom

Gainsight Employee ⭐️

Nitisha,

Will the attachment functionality coming in the 5.9 September release be only for timeline? Or will it also allow for attachments on the C360/R360?

Will attachments be able to be added via rules engine?

Appreciate the insight!

nitisha_rathi

Expert ⭐️⭐️

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

Contributor ⭐️⭐️⭐️

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 ⭐️⭐️

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

Contributor ⭐️⭐️⭐️

We could definitely use that configuration. Thanks!