In order to have a Timeline Activity associate to a CTA, a CSM has to log the Timeline entry from the CTA Timeline tab. It would be nice if CSMs were able to associate a Timeline Activity to a CTA from the C360 or global Timeline as well. The current functionality leaves room for error when a CSM is used to entering activities through global or C360 timelines, but may want to associate the entry with a CTA. If this happens, the CSM would have to copy or delete the entry and re-enter via the CTA Timeline tab in order for the associate to be made.
Released
Ability to Associate Timeline Entry to a Call to Action without having to be in the CTA Timeline tab
+5
This is a short term priority for us and will be available late Q1 or early Q2.
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+3So happy to see this is already in the works as it come up as a wish list item from our CSMs today. As an add-on, is something similar planned to log to scorecard measures from global timeline as well? We use that a lot for our COVID Impact scores and Renewal Forecasting and it would be great to log from global timeline instead of navigating to a mass edit report.
Katie Baker
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The team is currently working on this item and it will be available in early Q3.
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Appears to have been implemented at some point, I see it in my org. here is the related article: Configure Associated Records to Timeline - Gainsight Inc.
+2Yes, this was released back in August 2021 (6.27).
Thanks,
Manu
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