Skip to main content
hardik_mota
Helper ⭐️
Jul 9, 2019 11:22 PM UTC

internal contact lookup to activity timeline

Hi Team,

In Activity we have we have only one look up field that we used for CSM look up, but our customers needs Internal Contact as look up field. I do not see any other look up fields, Any idea how can we achieve this requirement?

Use case: Customer want it to be look up field so that they no need to type manually and make mistakes. The one look up field we used for CSM look up.

Best,

Hardik

4 replies

Contributor ⭐️⭐️
Jul 10, 2019 1:33 AM UTC
Thank you Hardik for creating enhancement request on behalf of me.

​

Our CSMs need multiple look up fields but we cannot acheive at this time. Can you please prioritize this enhancement.

Translate
dan_ahrens
Expert ⭐️⭐️⭐️
Jul 10, 2019 2:16 AM UTC
Hi @spadamatinti - can you share a bit more detail on what kind of lookup you are looking for when you say "multiple look up fields"?

Translate
VP of Customer Success at Forcepoint
johnheintschel
Gainsight Employee ⭐️
Gainsight Employee ⭐️
Jul 10, 2019 1:37 PM UTC
Hi @dan_ahrens, I'll let @spadamatinti answer, but in short - I believe that their Biz team would need Internal Contact as a lookup field, in addition.

Translate
dan_ahrens
Expert ⭐️⭐️⭐️
Jul 10, 2019 2:50 PM UTC
I might not be following exactly, but the way that attendee lookups function is as follows:

Internal attendee - searches pull from GSUser object

External attendee - searches pull from SFDC contact object

Are you looking for something beyond that?

Translate
VP of Customer Success at Forcepoint