Skip to main content
Question

Order Activities appear on Timeline

  • December 20, 2016
  • 6 replies
  • 64 views

michael_sweeney
Forum|alt.badge.img+1
As of now Activities appear on Timeline in order they were created. Do we see anything in the future where you can filter by date?

6 replies

manu_mittal
Forum|alt.badge.img+2
  • Gainsight Employee ⭐️
  • 639 replies
  • December 20, 2016
Thanks for posting, Michael. We currently order all activities by 'Activity Date' so that you get a sense of how things progressed over time. Are you looking to filter on the same date or also on the 'Created Date' that may or may not map to when something actually happened? More broadly, would love to hear what kinds of filters you and your team would benefit from -- we can prioritize and deliver accordingly. 

michael_sweeney
Forum|alt.badge.img+1
When speaking with a customer today they brought up the question, "Is it possible to change a setting so the order of the notes we add to the Timeline is determined by the date of the action itself. And not by the time the CSM adds it to the Timeline?"

manu_mittal
Forum|alt.badge.img+2
  • Gainsight Employee ⭐️
  • 639 replies
  • December 21, 2016
The order is already based on when an activity happened, i.e., the Activity Date. I think there might be some confusion here because we show all new activities at the top (with the 'New' tag) to make sure CSMs know that everything was logged properly. But as soon as you refresh, these activities should move down automatically.

michael_sweeney
Forum|alt.badge.img+1
Thanks Manu. I see that now and I will follow up with the customer to make sure I understood the concern but I think this will clear things up.

ruth_cruysbergs
  • Contributor ⭐️⭐️
  • 3 replies
  • December 21, 2016
Thanks Michael and Manu - I did a test and this is indeed the case. I think there was just confusion because the new timeline activity stayed on top when adding it. I now see this is very clear with the "New" tag. 

Thanks again!

georges_arnaout
  • Contributor ⭐️⭐️⭐️
  • 11 replies
  • February 13, 2017
I would recommend making it refresh by default. It's not intuitive.   I thought GS didn't support Sorting until I saw this post.

Cheers

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings