Skip to main content

More efficient way to send past emails to timeline

  • May 11, 2020
  • 5 replies
  • 97 views

I would love to see a better method of sending older/past emails to timeline that didn’t require going to the link to drafts and manually assigning them, because our exec’s are just being introduced to this feature and would like to be able to send older but important emails from before we began using Timeline to timeline. It would be great for accounts to have an email “address” assigned to use in the”to” field and send the email directly to the timeline using the same bcc field entry as when recording new emails that are sent to clients.Catching up on the important emails from the past if very time consuming when first using timeline and trying to get it up to speed on past emails. 

5 replies

nitisha_rathi
  • Expert ⭐️⭐️
  • May 12, 2020

@yarbraj We have recently released plugin for Gmail (and will soon be releasing for outlook). Using this plugin you should be able to send past emails to Timeline on the click of a button.


sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • May 19, 2020

@yarbraj for more information please follow this article .


  • Author
  • Contributor ⭐️⭐️
  • May 19, 2020

This looks great! However, since our company uses Outlook, do you have a rough estimate of how long it will be until the Outlook version is available?


  • Helper ⭐️⭐️⭐️
  • May 28, 2020

Hello @yarbraj 

Yes, we are releasing add-in for outlook. BETA program will be available by end of July.


  • Helper ⭐️⭐️⭐️
  • March 17, 2021

Hello @yarbraj 
We have released outlook add-in, which will allow you to log past emails to timeline. https://support.gainsight.com/Gainsight_NXT/Email_Assist/Outlook_Add-in