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tom_wix
Contributor ⭐️⭐️⭐️⭐️⭐️
November 21, 2017
Parked

Timeline - Pros and Cons - (Thoughts and Feedback appreciated)

Related products:CS Timeline & Activity Tracking
  • November 21, 2017
  • 32 replies
  • 4043 views
As people have started using the Timeline feature, I was curious what everyone is finding or viewing as the Pros and Cons while putting this feature into play.   I thought I would start with a few thoughts and attempt to get people talking about how and why they use the feature or perhaps why they have chosen not to (yet).

Pros:

- one can sort or only show timeline data based on a specific activity type

- diary of events and account updates in one place

- draft notes for the next meeting and future discussion points for the account

- log calls, onsites, weekly updates, EBRs, latest Deal notes, At Risk Notes  (create a specific activity type for each)

- Given the SFDC widget, most others in the organization can see the Timeline data and find CSM updates one place






Cons:

- small to see/view/edit the information in
the GS widget - exploring ideas, but not sure we have many options based
on the SFDC account/opp page layout.

- (from what I know - disclaimer) the Timeline only accepts
manual entries and no way to auto-add entries like CTA completed or
Renewal closed.   Believe this functionality is on the GS roadmap for the rules engine to auto-add
entries into the Timeline.



Bottom Line:

- Overall, I believe most teams benefit by deciding on one or two places where ALL the
activity / account / deal notes live and the Timeline could easily be that place.

Thoughts, Feedback, alternative uses of the Timeline are welcomed !!

32 replies

Contributor ⭐️⭐️
October 22, 2020

The editing window in Timeline is WAY TOO SMALL.  We started taking notes in other editors (Evernote, Word, etc.) and copying our notes over.

We also lost the ability to copy/paste pictures into a timeline entry (which is frequently needed) and have to attach them instead (which provides more fuel to edit notes in another source and just attach them, but then you lose the benefits of timeline which is to provide easy lookup of what was discussed with that client in the past).

There is way too much space provided for tasks.  Can you go back to having the date and owner on the same line as the task subject?  

Helper ⭐️⭐️⭐️
July 27, 2021

Hello Everyone!

Happy to announce that your request has been partially considered and included as part of the v6.23 release (SFDC / NXT). Advanced Filters for Timeline Activities now contain more operators for filter configuration. This enhancement gives users flexibility when filtering data and creating reports. It also makes timeline filters consistent with the filters in other product areas, such as Report Builder and Rules Engine. 

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!