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darkknight
darkknight
Expert ⭐️
February 14, 2020
New Idea

Scorecard Timeline: Create an Activity Type that is only selectable on Scorecard

  • February 14, 2020
  • 14 replies
  • 349 views

Now that we have Timeline in Scorecard, would be great if I could have a timeline activity type that would only show in the Scorecard view.

Use Case: I have specific details I want end users to capture when tracking subjective sentiment, so I want to create fields on a custom Activity Type to be ONLY used when manually updating the Scorecard.

I have to activate that custom type at the Account level for it to show up as an option in Scorecard - but that results in it also being available on the Account Timeline - I don’t want end users to capture the details there, because then it’s not tied to a score measure.

 

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      shantan_reddy
      Gainsight Employee ⭐️
      shantan_reddy
      Gainsight Employee ⭐️
      August 18, 2021

      @obarrette I t will be available in early November. We are providing the option to select the default activity type for scorecard activities. Users could potentially still choose it from global timeline.

      darkknight
      darkknightAuthor
      Expert ⭐️
      September 20, 2023

      It’s been a minute on this one, but this wasn’t the ask.

      @obarrette I t will be available in early November. We are providing the option to select the default activity type for scorecard activities. Users could potentially still choose it from global timeline.


      @shantan_reddy There needs to be the ability to create a “scorecard-only” Timeline type so that people can only access it through the Scorecard. 

      Given that there are so many places to get to Timeline, it gets confusing for CSMs and inevitably folks log the update through Company or Global Timeline when it was supposed to have been logged through Scorecard.

      If you allow for an Activity type that is ONLY available in Scorecard, then that is the ONLY place they can go to log it. It’s that simple.

      Taking this a step farther, admins should have the ability to decide which Timeline activities are accessible from the each respective Timeline. There may be activities that ONLY need to be logged at the Company level and not through Scorecard, CTA or Success Plan.  And vice versa.

      Everything we do in CS is and should be driven by the core tenet of taking the right action at the right time.  The tool should provide capabilities that allow us to configure it accordingly.

      Jeff Kirkpatrick
        anirbandutta
        anirbandutta
        Expert ⭐️
        September 20, 2023

        @ChiragJ putting this item on your radar.

        It's an opportunity for engagement
        bradley
        bradley
        Expert ⭐️
        September 20, 2023



        Everything we do in CS is and should be driven by the core tenet of taking the right action at the right time.  The tool should provide capabilities that allow us to configure it accordingly.

         

        Right action, right time, right place

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