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sroma
Contributor ⭐️⭐️⭐️
April 6, 2020
Released

Filter by Manager/Team in Global Timeline

Related products:CS Timeline & Activity Tracking
  • April 6, 2020
  • 5 replies
  • 186 views

Hi All,

 

I’ve seen different posts on expanding filtering for Global Timeline. Would love to see more filtering options to either : current user; by team (for managers) or to be able to sticky filters.

 

Thanks!

Sharron 

    5 replies

    gunjanm
    gunjanm
    Expert ⭐️
    April 6, 2020

    Big +1 here. Robust options to save specific views by user, similar to the CTA set up, would be awesome. 

    Gunjan
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      May 5, 2020

      Advanced filtering, saved views and better search capabilities will be available in July/ Aug release.

        jean.nairon
        jean.nairon
        Expert ⭐️
        July 17, 2020

        @sroma - there is a new ability to save new CTA views in Cockpit in the latest release. You can now create new views for current users or when a Manager field = Current User. These custom views might address your challenge. 

        Sticky filters are coming but users would all have to create their own view which might not be the most ideal solution. To get to CTA Custom Views, go to Workflow > Call To Action > Custom Views (its at the very bottom of the CTA admin page). 

        Here are the release notes for more help on this: 

        https://support.gainsight.com/Gainsight_NXT/Release_Notes/Current_Release_Notes/07_Gainsight_NXT_Release_Notes_6.16_July_2020#Ability_to_Edit_Default_Cockpit_Views

         

        Previously, the standard Cockpit views such as All CTAs, My CTAs, and Closed CTAs were shipped for all customers, but Admins were not allowed to modify them. However, Gainsight now allows admins to make changes to these default views. These views are also now listed in the Custom Views section in the Call To Action (CTA) page. 

        The Delete, Save, and Active checkbox options are disabled for the My CTAs view in the Custom Views section since it’s the default view in case no other view is available. However, the name and filters of the view can be modified.

         

         

        Jean
          rakesh_lingala
          Helper ⭐️⭐️⭐️
          October 20, 2020

          Hello Everyone!

          Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, Timeline filter functionality includes quick options to filter by Activity Type and Date, as well as Advanced Filter options.

          This feature is implemented in both SFDC & NXT versions.

          Thanks for posting!

            jrzlawrence
            jrzlawrence
            Contributor ⭐️⭐️
            April 14, 2022

            This feedback was marked as implemented, but the ask was for an admin to be able to control filters/views on timeline for all users. Right now, each CSM would have to go create a new filter for timeline tab. Can we pop that back up as a product request? @rakesh_lingala 

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