http://m.getsatisfaction.com/topics/7703098 Shared Success Plans in TImeline 2018-10-23T17:54:31Z 2018-03-13T15:59:01Z 7703098 http://m.getsatisfaction.com/topics/7703098 7703098 Shared Success Plans in TImeline 2018-10-23T17:54:31Z 2018-03-13T15:59:01Z Lane H http://m.getsatisfaction.com/people/7864798 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10685460/NewProfilePic_medium.jpg lane_holt Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you do not receive a copy of what you send in the email to the client. idea cross_team_dependency cross_team_dependency 8 11 9 comment http://m.getsatisfaction.com/topics/7703098/replies/19389687 http://m.getsatisfaction.com/topics/7703098 19389687 Lila Meyer responded to "Shared Success Plans in TImeline" 2018-03-13T18:28:18Z 2018-03-13T18:28:18Z Lila Meyer http://m.getsatisfaction.com/people/7406309 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11245928/LilaMeyer-headshot-2018_medium.jpg lmeyer_gainsightcom Lane, where are you sending the Success Plan email from? There is currently an option to sync Email Assist tasks to Timeline. 0 http://m.getsatisfaction.com/topics/7703098/replies/19389730 http://m.getsatisfaction.com/topics/7703098/replies/19389687 19389730 Lane H responded to "Shared Success Plans in TImeline" 2018-03-13T18:48:27Z 2018-03-13T18:48:27Z Lane H http://m.getsatisfaction.com/people/7864798 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10685460/NewProfilePic_medium.jpg lane_holt Hi Lila,<br /><br />I'm sending it from the Share Success Plan option on the C360. After previewing the Success Plan, this is the popup:<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1714405/RackMultipart20180313-101237-ygkyrq-Screenshot_3_13_18__1_47_PM_inline.png?1520966904" /> 1 http://m.getsatisfaction.com/topics/7703098/replies/19393894 http://m.getsatisfaction.com/topics/7703098 19393894 Sai Ram Pulluri responded to "Shared Success Plans in TImeline" 2018-03-15T09:52:23Z 2018-03-15T09:52:23Z Sai Ram Pulluri http://m.getsatisfaction.com/people/7411422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11058131/IMG_4147_medium.JPG sai_ram_pulluri Hi Lane, Do you want Bcc option(where you can add users)or Do you want it to automatically log it to Timeline or Do you wish to receive an acknowledge with the link? 0 http://m.getsatisfaction.com/topics/7703098/replies/19394449 http://m.getsatisfaction.com/topics/7703098/replies/19393894 19394449 Lane H responded to "Shared Success Plans in TImeline" 2018-03-15T14:29:12Z 2018-03-15T14:29:12Z Lane H http://m.getsatisfaction.com/people/7864798 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10685460/NewProfilePic_medium.jpg lane_holt Hi Sai,<br /><br />I'm imagining something similar to Email Assists. You can BCC AND it get's copied to Timeline. 2 http://m.getsatisfaction.com/topics/7703098/replies/19474465 http://m.getsatisfaction.com/topics/7703098/replies/19393894 19474465 Sai Ram Pulluri responded to "Shared Success Plans in TImeline" 2018-04-20T02:19:06Z 2018-04-20T02:19:06Z Sai Ram Pulluri http://m.getsatisfaction.com/people/7411422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11058131/IMG_4147_medium.JPG sai_ram_pulluri Hi Lane, Thanks for sharing! I am forwarding this to our Product team. 0 http://m.getsatisfaction.com/topics/7703098/replies/19591540 http://m.getsatisfaction.com/topics/7703098 19591540 John Applebaugh responded to "Shared Success Plans in TImeline" 2018-06-19T16:42:32Z 2018-06-19T16:42:32Z John Applebaugh http://m.getsatisfaction.com/people/9101113 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11138033/john.applebaugh_medium.jpg john_applebaugh This would be a handy feature so we could track when and to whom a Success Plan was sent. 1 http://m.getsatisfaction.com/topics/7703098/replies/19722919 http://m.getsatisfaction.com/topics/7703098 19722919 Faust Belarmino responded to "Shared Success Plans in TImeline" 2018-08-28T14:31:55Z 2018-08-28T14:31:55Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino I'd like this as well! It would be nice to document when a success plan was shared to the client.&nbsp; 0 http://m.getsatisfaction.com/topics/7703098/replies/19820982 http://m.getsatisfaction.com/topics/7703098 19820982 Faust Belarmino responded to "Shared Success Plans in TImeline" 2018-10-23T17:54:31Z 2018-10-23T17:54:31Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino I Think a simple email log would work for this:<br alt="" name="" rel="" target="" title="" type="" value="" />CSM Name shared "Success Plan Name" with Client name.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Then it would show the date and time it was sent and all the other info a timeline log has. 0