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chris_mudd
Gainsight Employee ⭐️
chris_mudd
Gainsight Employee ⭐️
October 9, 2017
New Idea

Report on External Attendees from Timeline

  • October 9, 2017
  • 12 replies
  • 151 views
We would like to be able to report on external attendees from timeline data.  More importantly being able to report on the most recently contacted attendee. 

Use Case:
We want to be able to see when a team member last reached out to a specific point of contact (External attendee). Would be nice to be able to see a widget like this in the C360:

Name Title Role Activity Type Most Recent Activity Date 
Joe Smith Operations Analyst Day-to-Day Call 10/5/2017 10:00:39 AM 
Jane Doe Director of Operations Technical Champion Meeting 9/30/2017 2:30:45 PM 

Jessica Rabbit CIO Executive Sponsor Meeting 9/30/2017 2:30:45 PM

      12 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      October 9, 2017
      Hi Chris, reporting on external attendees is being planned for Winter release. 🙂
      VP of Customer Success at Forcepoint
        speer
        speer
        Contributor ⭐️⭐️
        October 9, 2017
        YAY!
        nancy_bray
        nancy_bray
        Contributor ⭐️⭐️⭐️
        February 22, 2018
        Hi Dan and Chris,  Did this feature make it into the winter release?  I'm not seeing anything in the release notes and just today had a user as about reporting on external attendees within a Timeline activity.
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        March 5, 2018
        Hi Nancy, this feature got pushed out a bit. Still on the near term roadmap, but not in the next release or two (we are on monthly releases now). 
        VP of Customer Success at Forcepoint
          colin_burns_c26524
          colin_burns_c26524
          Contributor ⭐️⭐️⭐️⭐️
          March 30, 2018
          Great! We were just talking about this at a meeting. Our use case here is to report on leadership that joins calls with individual contributors, and we can report on leadership activity in individual meetings. This will help us calculate if they are joining and shadowing to give feedback, introduce themselves to customers, help with follow ups, etc.
          cmultanen
          cmultanen
          Helper ⭐️
          August 15, 2018
          +1 is this still on short term roadmap? We'd love to be able to report on this and update fields with this data using the rules engine. 
          cmultanen
          cmultanen
          Helper ⭐️
          February 7, 2019
          Hi Dan, is this still on the roadmap? This would be very helpful for stakeholder tracking.

            dan_ahrens
            dan_ahrens
            Expert ⭐️⭐️⭐️
            February 7, 2019
            Yes, still on the roadmap. There are some techincal challenges associated with this that the team is ideating on. It's one of those things with software that can sound simple, but under the hood is tricky.

            VP of Customer Success at Forcepoint
              Anonymous
              April 9, 2019
              This would be so helpful - we want to trigger a survey to external attendees after a specific Timeline activity type is logged

              sai_ram
              sai_ram
              Expert ⭐️⭐️
              June 11, 2019
              @ALL,

              Internal Attendees and External Attendees fields: The Activity Timeline object is now enhanced with two new fields; Internal Attendees and External Attendees. These fields return the list of internal and external attendees (respectively), who attended a particular meeting.

              This feature is avialbe now please refer this article for more inforamtion.

              @All, thanks for posting and happy posting!!!

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