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meenal_shukla
Gainsight Employee ⭐️⭐️
September 25, 2020

Feedback from Seismic: Contact history ( no way to see ALL historic activities related to that contact)

  • September 25, 2020
  • 6 replies
  • 65 views
  • Contacts relation. We tag contacts into tons of timeline activities and CTAs but have no way to see ALL historic activities related to that contact. If I am call the CMO, I want to more easily find all the times she has been tagged into activities. When was the last call she was on? How many has she been on over 3 years of being a client? I have to keyword search the name, but if there are 2-3 Sarahs at that firm, I get way more than what I am looking for – must sift through.

    6 replies

    pgeorge
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    November 10, 2020

    Hi @meenal_shukla 

    Thank you for the feedback.

    Are the contact details added as external attendees or tagged within the Timeline entries? 

     

    Regards

    Preethi

    meenal_shukla
    Gainsight Employee ⭐️⭐️
    November 10, 2020

    Added as external attendees.

    Outplay. Outwit. Outlast.
    sai_ram
    Expert ⭐️⭐️
    November 17, 2020

    @meenal_shukla changed this to idea.

    pgeorge
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    November 17, 2020

    Hi Meenal

    We will soon be working on a P360 for every contact loaded to Gainsight which would help understand the history for the particular contact.

    P360 would give an overview of the CTAs and Timeline posts associated with a contact.

    Apart from CTAs and Timeline, are there any other details that would help you with understanding a contact?

     

    Thank you

    Preethi

    meenal_shukla
    Gainsight Employee ⭐️⭐️
    November 18, 2020

    Integration with People Maps would be useful here, @pgeorge 

    Outplay. Outwit. Outlast.
    pgeorge
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    January 6, 2021

    Got it. Thank you @meenal_shukla