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lane_h
lane_h
Helper ⭐️
January 2, 2018
New Idea

make specific timeline activities stand out

  • January 2, 2018
  • 11 replies
  • 194 views
It would be great to be able to make specific Timeline entries stand out or pinned to the top. Many times there is an entry with notes about the customer such as Important info about key players or information that an executive might need to know before they meet with someone.

Another idea would be to color code different type of entries so they can be easily identified.

      11 replies

      manmeet_dosanjh
      manmeet_dosanjh
      Helper ⭐️
      January 2, 2018
      +1 for this request. It would definitely help if there was another way to organize the entries, since the icon for different types is not as distinctive since different types might use the same icon. 

      I really like the idea to pin the most important to the top of Timeline. 
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        January 2, 2018
        How do you feel about the ability to add tags to a timeline entry so that you could filter or sort by tags? This seems to be pretty universally popular whether it's #hashtags or just regular tags.
        VP of Customer Success at Forcepoint
          lane_h
          lane_hAuthor
          Helper ⭐️
          January 2, 2018
          I think that solves one thing, but I'm not sure it solves for highlighting the most important information or something that needs to be highlighted. 

          Are you thinking that the tags or hashtags would work similar to tags on the C360 where its a list that is only created by an Admin?
          Director of CX and Scale Programs
          melissa_i_959be6
          melissa_i_959be6
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 2, 2018
          Here's a post I am following regarding tagging timeline activity and in the comments it speaks to admin functionality around them.
          tom_wix
          tom_wix
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 3, 2018
          +1 for the colors as that is more for the "eye" to catch.  I agree, the tagging would help for sorting//searching, but then different activity types could be used.   Perhaps adding colored Icon to the choices of activity type labels.
          christine_melnyk
          christine_melnyk
          Contributor ⭐️⭐️
          June 7, 2018
          Would like to see the ability to add tags/hashtags as well, along with an importance flag.

          When transitioning accounts to new CSMs, it would be ideal to have certain entries 'flagged' as a starting point to get the know the highlights of an account without having to read through all entries.
            sagan_sherlin
            sagan_sherlin
            Helper ⭐️⭐️
            June 8, 2018
            +1 /cheers
              Ester.Memoli
              Ester.Memoli
              Helper ⭐️
              June 30, 2021

              Hi team,

              any update on this Idea?

               

              Thanks

              dan_ahrens
              dan_ahrens
              Expert ⭐️⭐️⭐️
              October 12, 2022

              Our team would love this functionality! Any updates from Product Management @anirbandutta ?

              VP of Customer Success at Forcepoint
              sagan_sherlin
              sagan_sherlin
              Helper ⭐️⭐️
              October 12, 2022

              We were just talking about this! Especially for those...special customers or just wanting to provide an overall summary to the customer.  And when updates are needed, update the comment section.  Better than adding the summary field to the C360.

              Show more replies
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