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andreammelde
andreammelde
Helper ⭐️⭐️
February 23, 2022
New Idea

Tokens and Mapping for Timeline Note Templates

Related products:CS Timeline & Activity Tracking
  • February 23, 2022
  • 8 replies
  • 181 views

It would be great to set some tokens on the Timeline Note Templates from your account. 

 

For example, we want to set up a template for a “CSM Handoff” when the CSM changes. The leaving CSM will create, but we have some things like “ARR, Sentiment (custom fields on account,), renewal date” that we want pulled into one spot rather than the CSM going to different places. It would be great to be able to token and map like we are able to in Email Templates

      8 replies

      parimala_agnihotri
      Helper ⭐️
      June 23, 2022

      We were hoping to use the at mentions in timeline activity to send notifications on the entries to a set of internal users on specific activity types - internal updates, scorecard updates etc.
      However, we wanted to tokenize the at mentions using timeline template which is not possible today.

      We also wanted to tokenize certain data from Company on some templates. Templates are very static today and less useful if we cannot add dynamic content.

      Chae Stewart
      Contributor ⭐️⭐️⭐️
      March 3, 2023

      Love this idea! It would be incredibly useful for our CSMs, particularly when using Note Templates for email Activity Types

      anirbandutta
      anirbandutta
      Expert ⭐️
      March 7, 2023

      Putting on your radar @Bhawya 

      It's an opportunity for engagement
      alizee
      alizee
      VIP ⭐️⭐️⭐️⭐️⭐️
      March 7, 2023

      Just came across this, smart idea. +1

      The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
      kstim
      kstim
      Helper ⭐️⭐️
      May 23, 2023

      +1 on this! Would be amazing to have the ability to tokenize timeline templates. It would be a huge time saver for the team + would lessen the need to look across different C360 tabs to find everything they need to make their updates.

        billrlarseniii
        Contributor ⭐️⭐️⭐️
        July 13, 2023

        Yes, we would love this as well.  We want to do our annual account planning via the Timeline using a template for specific things to populate, but it would be great if we could put a few key fields in the note.

        HollySimmons
        HollySimmons
        Helper ⭐️
        September 5, 2023

        +1 for this, we’d like to be able to pull some key details from either company or relationship in to a timeline template which would populate with current data at the time the timeline entry is added (ie if the ARR changes later, the content of the timeline wouldn’t also change)

        bradley
        bradley
        Expert ⭐️
        January 7, 2026

        Adding another comment to this for visibility though I voted for this a few years ago already. I’ve gotten another request and use case for this.

        Templates are useful, but still require lots of manual work. They should provide the structure but also allow for known details about a company “auto-populate” without giving the CSM/etc. the busywork of finding and adding the info themselves.

        If they want/need to remove or replace it they can still do so, but the default is for them to have less work to do for any given task.

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