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hardik_mota
hardik_mota
Helper ⭐️
July 9, 2019

internal contact lookup to activity timeline

  • July 9, 2019
  • 4 replies
  • 50 views
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

    S
    spadamatinti
    Contributor ⭐️⭐️
    July 10, 2019
    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.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      July 10, 2019
      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"?

      VP of Customer Success at Forcepoint
      johnheintschel
      Gainsight Employee ⭐️
      johnheintschel
      Gainsight Employee ⭐️
      July 10, 2019
      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.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      July 10, 2019
      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?

      VP of Customer Success at Forcepoint
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