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Convert Call and Meeting Activities into Email to Attendees

  • January 13, 2017
  • 2 replies
  • 50 views
sara_hoeffler
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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.
    jean.nairon
    sara_hoeffler
    marcelo

    2 replies

    karl_rumelhart
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    Great idea, Sara!  (And happy that you enjoyed the webinar.)  
    R
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    • 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!

    sai_ram
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