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travis_floyd
Contributor ⭐️⭐️⭐️⭐️⭐️
June 13, 2023
Released

Please add the "Milestone Type Name" field to the available fields in the Timeline Advanced filters.

Related products:CS Timeline & Activity Tracking
  • June 13, 2023
  • 24 replies
  • 361 views

When filtering in Timeline, we have the ability to quick filter on Activity Type of “Milestone”, but there is no further way to filter the resulting list to a specific Milestone Type via the “Advanced Filters” option in Timeline.  The “Milestone Type Name” field is not available here.  The field IS available when building a report, or using rules engine as an example.

24 replies

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
January 25, 2024

It is SO silly that this isn’t available, especially with the release of the Customer Journey Widget & automatic milestone tracking. @travis_floyd I wonder how we can get some more eyes on this from the PM team at Gainsight?

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
bradley
Expert ⭐️
July 2, 2024

@revathimenon Can we get some 👀 on this?

revathimenon
Gainsight Community Lead
July 3, 2024

On it @bradley 

Where focus goes, energy flows.
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
July 3, 2024

When filtering in Timeline, we have the ability to quick filter on Activity Type of “Milestone”, but there is no further way to filter the resulting list to a specific Milestone Type via the “Advanced Filters” option in Timeline.  The “Milestone Type Name” field is not available here.  The field IS available when building a report, or using rules engine as an example.

A field that’s not available in one place, but IS available somewhere else?

Sounds like #productparity to me. Could we get this field added so we can better filter our Timelines? This would be a win not just for admins, but ALSO for our CSM leaders!

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
July 10, 2024

This is one of those issues that makes absolutely no sense and really frustrates users.

Imagine rolling out Milestone Types in your instance, trying to get your users excited & committed to manually logging Verified Outcomes, only to need to tell them that they can’t create their own custom timeline filter views because Milestone Type isn’t available as a field in the Custom View filter creation.

They ask the admin, “why?” And all we can do is shrug 🤷🏼

Not the best look.

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
darkknight
Expert ⭐️
July 10, 2024

WHY? 😭
 

REPORT BUILDER
TIMELINE VIEW BUILDER

 

Jeff Kirkpatrick
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
July 11, 2024

Well said, @darkknight. #productparity #quickwin

 

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
Contributor ⭐️⭐️⭐️⭐️⭐️
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.

 

Contributor ⭐️⭐️⭐️⭐️⭐️
July 12, 2024
New Idea→Discovery
revathimenon
Gainsight Community Lead
July 12, 2024
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
Where focus goes, energy flows.