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darkknight
Expert ⭐️
July 30, 2024
Released

Turn off the "dynamic" Timeline Activity Type

Related products:CS Timeline & Activity Tracking
  • July 30, 2024
  • 24 replies
  • 510 views

This one was a backfire.

The new update from this weekend for C360 to dynamically default to the most common update type is not having the positive response Gainsight probably expected.  Anytime any system tries to assume what the user wants to do next, it’s going to frustrate that user when it’s not what they actually wanted to do.

I mean, everyone knows what it means to assume, right? 😏

Because of this change, now this issue is made worse.

I don’t know what GS customer asked for this dynamic assignment of Timeline type, but it’s fine if they want it, but it shouldn’t be forced on every other GS customer.  

Please turn this off until there is a way for admins to toggle this on/off at the instance level (at a minimum) and users to be able to toggle on/off at the user level. 

 

24 replies

Contributor ⭐️⭐️⭐️
July 31, 2024

+1. Our use of the Gmail plugin makes ‘Email’ the most commonly used Activity Type (i.e. ‘default’ based on this release), but our teams almost never manually log emails on the Timeline. From an efficiency standpoint this is slowing down the teams when they log Timeline entries and need to update the Activity Type nearly every time (it’s several clicks when you go to switch the Activity Type and then get hit with the pop up of if you are sure you want to continue). This should be optional functionality and would much prefer admins being able to define what Activity Type is the default.

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
July 31, 2024

Agree with everything mentioned here.

rrobinson
Contributor ⭐️⭐️⭐️⭐️⭐️
August 1, 2024

What appears to be unexpected defaults has created unwanted behavior that our CSMs see as broken +1

-RR
darkknight
Expert ⭐️
August 1, 2024

@manu_mittal @rahul_prayakarao 

Jeff Kirkpatrick
bfoleyHS
Contributor ⭐️⭐️⭐️⭐️
August 2, 2024

++ to inconsistent experience on different Timelines, it’s odd to me that you would go to Timeline and see one activity type chosen, then go to another and see a different one.

It’s also an odd decision to me that Email is chosen as a default here. Defaulting to Email when (depending on your use case) emails are almost certainly all logged externally in Gainsight Assist via Outlook or Gmail and not in Gainsight Timeline directly, seems unhelpful.

Also ++ on Milestone, seems like we should have the option for this to be removed too given automated milestone creation.

Ideally just an option to disable this entirely would be great.

darkknight
Expert ⭐️
August 2, 2024

FYI @jake_ellis  the votes are growing on this one….

Jeff Kirkpatrick
jake_ellis
Gainsight Employee ⭐️⭐️
August 2, 2024

Thanks @darkknight. Our team is reviewing this and we’ll respond back to this thread with next steps. 

Contributor ⭐️⭐️⭐️
August 5, 2024

We have a lot of feedback from our team internally as well after this update. Most of the options that are defaulting currently are not options that are manually selected. We have a (generally speaking) four different meeting types that an end user would select & more often then not, we are not meeting with these customers commonly enough that any one of those four default. Our common default type that appears is Email, Support Chat, & Milestones depending on the customers journey. This has required our reps to add a minimum of two additional clicks every time they log an activity. 

After talking about it as an Admin team here, we don’t know if we have a great use case for defaulting any types at all, but if we could (at a minimum) default on User Roles, that would potentially look to provide us with a little bit more flexibility, but we are also very happy to look at other solutions if anyone has recommendations!

jake_ellis
Gainsight Employee ⭐️⭐️
August 6, 2024

Thank you all for your attention and very valid feedback on this topic. After reviewing your feedback and discussing as a team we are planning to turn this feature off by default within the next week. For those who found it valuable, you can have it enabled by reaching out to techops@gainsight.com. 

We’ll share updates back in this thread.

jake_ellis
Gainsight Employee ⭐️⭐️
August 6, 2024
New Idea→Development