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Filter Timeline by Milestone type

Related products:None
  • February 3, 2021
  • 8 replies
  • 101 views

john_apple

Timeline allows to filter by Activity Type and filter or search on other data points, however Milestone types cannot be filtered on the view from C360/global or searched.

Request that the ability to filter or search on Milestone type be added to Timeline views.

8 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • February 4, 2021

@john_apple valid ask! I will check the road-map and let you know here. 


nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • February 12, 2021

We will pick it up soon


  • Contributor ⭐️⭐️⭐️
  • 21 replies
  • July 13, 2023

Any movement on this? We are starting to use Milestones more for EBRs, Account Planning, etc., but I’m worried that this will cause friction for our users to track down the right info.


bradley
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  • Expert ⭐️
  • 1126 replies
  • July 2, 2024

@nitisha_rathi is it “soon” yet? @revathimenon can we get some 👀 on this?


revathimenon
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  • Gainsight Community Manager
  • 565 replies
  • July 3, 2024

On it @bradley 


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 636 replies
  • July 3, 2024
bradley wrote:

@nitisha_rathi is it “soon” yet?

If a few years is soon… what’s urgent? 🤣

I kid, but as @travis_floyd mentioned here, when the “Milestone Type Name” field is available in rules and reports, but not in advanced filters in Timeline… what use is it to our CSM teams?


  • Gainsight Employee ⭐️
  • 31 replies
  • July 12, 2024

Hi Team,

I understand the product parity issues you've encountered.

Milestone types are currently stored in a separate object from the Timeline and are not included in Gainsight's standard picklist object, which limits the feasibility.

We will conduct an internal technical evaluation to determine how best to achieve consistency within the system.

@revathimenon Could you please merge this idea with the post


revathimenon
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  • Gainsight Community Manager
  • 565 replies
  • July 12, 2024
Updated idea statusNew IdeaDiscovery
Idea merged into:

All the votes from this idea have been transferred.

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