How do I customize my activity timeline?
Customize the Fields that Display on Tasks in the Activity…
- From Setup, at the top of the page, select Object Manager.
- Click Task.
- Click Compact Layouts.
- Click New.
- If you’re creating a new compact layout, enter a name and label for it.
- Select the task fields you want to display on the activity timeline.
What is Gainsight timeline?
Timeline is the official record of your customers. The Timeline View in the Customer 360 page allows you to log and view activities that help you track customer interactions over the course of a customer’s life cycle. …
How do I add timeline controls in d365?
Select Tables, open the table you want, and then select the Forms tab. Open the form where you want to add or configure a timeline. In the form designer, select Components from the left navigation, and then scroll down to the Timeline component on the left side. Drag and drop it into a section on the form.
👉 For more insights, check out this resource.
Which activities can you view in the activity timeline in Salesforce?
The event start date and time, the task checkbox, the task due date, and the call logging date still appear on activities in the activity timeline. The description field for events and the comments field for tasks also always appear in the activity timeline, although they aren’t available in the compact layout.
👉 Discover more in this in-depth guide.
How do I edit an activity object in Salesforce?
Click the gear icon | Setup | Object Manager….Customize the Tasks or Event pages
- Click your name | Setup | App Setup | Customize | Activities.
- Select Task Page Layouts or Event Page Layouts.
- Click Edit on the page layout to customize.
What are the differences between activity timeline and activity history?
One difference appears when you send a list email to multiple contacts, leads, or campaign members. On each recipient’s activity timeline, the list email appears as one entry. When you click View All to view the recipient’s activity history, however, every email sent by the list email is shown.
What is Gainsight next?
Gainsight NXT Overview Gainsight NXT is an application designed for customer success professionals for driving revenue, increasing retention, and scaling operations. The Gainsight NXT platform turns disparate customer data sources into insights and actions that drive measurable business outcomes for your clients.
What is an activity timeline?
The activity timeline displays each of the user’s upcoming, current, and past activities.
How do I add an Activity tab in Dynamics 365?
To add an activity for yourself:
- On the nav bar, select Create, and then select the icon or tile for the activity.
- Fill in the fields, and then select Save.
How do I enable posts in Dynamics 365?
Enable posts for a custom entity
- Go to Settings > Post Configurations.
- Locate the record for your custom entity.
- Make sure that Enable walls for this type of record form is selected and save the record.
- In the command bar, select Activate.
- If you needed to enable walls, you need to publish the entity.
How do I add an activity timeline in Salesforce?
- In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.
- Select the default activities view for your org. If Einstein Activity Capture is enabled, the Activity Timeline option is required.
- Click Save.
What is the difference between WhoId and WhatId?
WhoId in Salesforce: It refers to people such as Lead or Contact. WhatId in Salesforce: It refers to object type such as Account, Opportunity, Campaign, Case or Custom objects.
How do you edit a timeline?
Edit Your Life Events Look for events in your timeline. Edit an existing event by clicking on the “Edit or Remove” icon. Edit the information listed, and Select or Upload a Photo. Click Save when you are finished. Add events to your timeline. Click the button, and select the type of story you want to add. Edit the information in the box.
How do you make a timeline?
Create a timeline On the Insert tab, in the Illustrations group, click SmartArt. In the Choose a SmartArt Graphic gallery, click Process, and then double-click a timeline layout (such as Basic Timeline). To enter your text, do one of the following: Click [Text] in the Text pane, and then type your text.
How do I create a timeline?
Create a timeline. On the Insert tab, click SmartArt. In the Choose a SmartArt Graphic gallery, click Process, and then double-click a timeline layout. Tip: There are two timeline SmartArt graphics: Basic timeline and Circle Accent Timeline, but you can also use almost any process-related SmartArt graphic.
How to make a timeline?
Create a basic timeline Open a new Word document and change the page orientation from Portrait to Landscape,which will make room for more items to be placed on
