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sagan_sherlin
Helper ⭐️⭐️
October 3, 2018
Released

Idea. The ability to use Multi-Select Drop Downs in Timeline Activity Type Setups.

Related products:CS Timeline & Activity Tracking
  • October 3, 2018
  • 59 replies
  • 1369 views
I'm working on expanding one of our (custom) Timeline Activity Types and realized that I can't use the Multi-Select Drop Down.  I can only use Single Select Drop Down.

Is there a possibility of expanding out the Timeline to include Multi-Select Drop Down options?  

Use Case:  We have a user who is speaking with our customers about a new product feature and often times covers a number of topics when speaking to the customer.  We use Timeline to post all of our updates - as it's easier for everyone to see what's going on.  [<3 Global Timeline] We're running into a problem of how to 'tag' the features she covers so it's reportable.  One idea that we had was to use the Drop Down (Category) feature.  As the reporting looks nice and breaks it out - so we could in turn get numbers based off the features covered.  [But in current production, Drop Down only supports Single Select.]

[i]Additional Information: When updating or creating a new Timeline Activity Type; under the Configuration Layout field - there are a number of Field Types, Drop Down being one of them.  However in the current case, the Category that you want to be featured here must be a Single Selec[i]t.  If listed as a Multi-Select it will not appear as an available Category for you.

Thank you for reading!

    59 replies

    varun
    Contributor ⭐️
    December 13, 2018
    Hi,

    I have an use case reported by one of the customer they are looking to add a multi-select because a CSM may touch on multiple purposes in one call/meeting that they are looking to log. The multiselect will also limit the time a CSM takes to create a create logs.

    cmultanen
    Helper ⭐️
    December 17, 2018
    +1, an example use case would be for specific products/features discussed during a meeting

    sagan_sherlin
    Helper ⭐️⭐️
    December 18, 2018
    That's what actually spawned this idea. We have a new type of CSM user that engages with customers outside of the assigned Account Executive. And if the customer brings up a Product/Feature and CSM creates a Timeline entry - there isn't a pretty way to report on that.

    sagan_sherlin
    Helper ⭐️⭐️
    December 18, 2018
    Yes! I'm always trying to find a way to save my CSMs time - and having a multi-select, would certainly shave off more than a few minutes for them!

    Contributor ⭐️⭐️
    February 12, 2019
    +1 use case would be for our code red process, using the dropdown to identify one or multiple reasons a customer is in code red.

    meenal_shukla
    Gainsight Employee ⭐️⭐️
    February 13, 2019
    + 1. One of my customers have multiple products and want to specify which products were talked about in a meeting. They can't do that because there is option for only single select and they can talk about more than one product at a time.

    Outplay. Outwit. Outlast.
    kate_green
    Helper ⭐️⭐️
    March 14, 2019
    +10 I have had two clients in the past week ask me to troubleshoot why their multi-select picklists are not available in Timeline Activities

    manmeet_dosanjh
    Helper ⭐️
    June 14, 2019
    +1 to this request as well!

    karen_werner
    Contributor ⭐️
    July 26, 2019
    +1 - We'd like to be able to minimize the need to create multiple timeline entries. Ideally, our CSMs could log a customer meeting or touchpoint and then have a way within the entry to select multiple options from a standard set of deliverables for what was actually "delivered" during that touchpoint.

    meenal_shukla
    Gainsight Employee ⭐️⭐️
    August 6, 2019
    Outplay. Outwit. Outlast.