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Contributor ⭐️
January 21, 2021

Reassociate Timeline entries from Company to Relationship

  • January 21, 2021
  • 2 replies
  • 100 views

When using Gainsight Assist, sometimes the emails go to the Company Timeline, but not the Relationship where we need them to be logged. It does not appear there is a way to easily move them from the Company to the Relationship Timeline, is that correct?

Would they need to be manually moved?

2 replies

nitisha_rathi
Expert ⭐️⭐️
January 22, 2021

@kypowell Currently, we do not have a way to change it but this is something in our short-medium term roadmap.

sai_ram
Expert ⭐️⭐️
February 12, 2021

@nitisha_rathi changed this to idea for better tracking purpose.