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Jef Vanlaer
Jef Vanlaer
Helper ⭐️⭐️⭐️
August 6, 2020

Gainsight Assist: when forwarding email, use recipients as well to determine Company/Relationship

  • August 6, 2020
  • 1 reply
  • 50 views

When forwarding an email via Gainsight Assist, it currently based the Company/Relationship to log the Activity on the sender of the original email. This will potentially lead to logging the activity to an incorrect Relationship if you're forwarding an email a colleague sent to a customer. It would be useful if Gainsight Assist also takes into account the recipients of the original email (and sends the email to Drafts in not certain).

    1 reply

    C
    chethana
    Expert ⭐️
    August 19, 2020

    Hello @jef

    Thanks for your inputs. We are coming with an option to search for company or relationship if you cannot find the list provided. I will keep you posted about release timelines.

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