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Reassociate Timeline entries from Company to Relationship

  • January 21, 2021
  • 2 replies
  • 67 views

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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
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  • Expert ⭐️⭐️
  • February 12, 2021

@nitisha_rathi changed this to idea for better tracking purpose.