Relationship Timeline & Customer Timeline

To your post that stated "Would you prefer rolling up all relationship activities automatically in customer timeline or would it help if we give a configuration per activity type e.g. automatically roll-up all activities of type 'Meeting' but not of type 'Training'."  

I would prefer the option be given to Gainsight Admins.  Maybe they want to roll-up everything or maybe they only want to roll up certain types. Providing a way to select all types instead having to individually select each one would be nice as I would want all types to roll-up to the Customer Timeline.  

Then providing a way to filter by Relationship and by Type would be great.  Maybe you could include a filter Timeline activities created by (current user/other user).

Has there been thought given to being able to add a Relationship activity from the Customer Timeline?  Having a Relationship Type field as the CTAs do in Cockpit?

I second all of these ideas wholeheartedly. This is, in my opinion, a necessary function for Timelines. Give the option to disable if there are concerns of noise levels, but there needs to be a full Timeline rollup somewhere.

Is there any sort of timeline on any of the items discussed in this thread?  Items 1 and 4 in the original post would be huge for us.

Devin

These additions would be FANTASTIC on the timeline!! Being able to filter the Relationships on the C360 timeline would help it so it's not so "crowded." Having the ability to Log something on multiple Relationships at once would be nice as well

I was surprised that this wasn't part of the global timeline rollout in this latest release! From that tab I can filter to an account and see all the activity across relationships... but when I go to the c360 it's blank!

Obviously a bad assumption on my part... worse that I might have told the team "oh this is coming, log at the relationship and it's going to be amazing!" So... uh... when can I expect to look less silly? 🙂

Hi Jeffrey,

I agree that delivering it seems to be obvious. We intentionally hold it back because currently, we are not honoring permissions in Timeline and rolling-up all relationship activities to C360 might have caused permission issues for few customers. We are working on implementing the permissions and as soon as we do it, relationship activities will be available in C360 .
I will keep you updated on the ETA.

Thanks,
Nitisha

Could the rules engine be configured to duplicate relationship level timeline entries to customer level?

Is there any update on this. Rolling relationship activities to Customer timeline is critical for us. Our Sales team only have access to gainsight through SFDC and therefore do not have access to the "Global Timeline". They would also like to have similar filter capabilities in the Customer Timeline as in the Global Timeline.

this is a must have.  to have to go to multiple places to look at timeline activities is not a good use of time.  also how does sally/slack play into this?  do you have ask sally for both account activities AND relationship activities?  many things will be missed if the activities from the R360 do not roll up to the C360.  As someone else said - we do that for CTAs so why not timeline?

We are just about to rollout relationships so I am glad I tested and found out that it does not roll up at this time so I can advise appropriately.