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sara_hoeffler
sara_hoeffler
Contributor ⭐️⭐️⭐️⭐️⭐️
January 13, 2017

Convert Call and Meeting Activities into Email to Attendees

  • January 13, 2017
  • 2 replies
  • 56 views
I just watched this week's webinar on Getting Started with Timeline-- good stuff.  It occurred to me that it would be really cool if CSMs had the option to convert meeting or call type activities to an email.  To: line could automatically populate email addresses for internal and external attendees.  This would let CSMs share meeting notes without having to cut/paste or toggle between Outlook and Gainsight.

      2 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      January 14, 2017
      Great idea, Sara!  (And happy that you enjoyed the webinar.)  
      R
      rakesh_lingala
      Helper ⭐️⭐️⭐️
      May 13, 2020

      Hello Everyone! 

      Happy to announce that your request has partially considered and included as part of the v6.14 release. Gainsight now allows users to share Timeline activities as emails with the Share via Email option, which is available for all activity types on the Timeline page.  

      This feature is implemented in both SFDC & NXT versions.

      Thanks for posting!

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