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BCC to Timeline Feature - contact on multiple accounts

  • May 1, 2020
  • 3 replies
  • 116 views

There should be a way to set up a rule to allow emails from BCC to timeline from specific users be associated with specific accounts. This way if there is one contact associated with multiple accounts, it will map to the proper account depending on the sender.

3 replies

  • Helper ⭐️⭐️⭐️
  • May 28, 2020

Hello @rfish 

This can be solved using Gmail plugin which we have released. Please check out this link https://support.gainsight.com/Gainsight_NXT/Email_Assist/Chrome_Plug-in/Gainsight_Assist_Chrome_Plug-in_User_Guide for more details.

 


john_apple
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  • Expert ⭐️
  • May 28, 2020

@chethana Isn’t the Activity association still 1:1? An email has to be resolved to just one Company or Relationship -- at least that what documentation seems to indicate.


  • Helper ⭐️⭐️⭐️
  • June 22, 2020

Yes, @john_apple activity association is still 1:1.