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Scorecard Activity Types

  • March 6, 2020
  • 2 replies
  • 24 views

jaw
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  • Contributor ⭐️⭐️⭐️⭐️⭐️

Hi all, and happy friday!

I had a question about the “Scorecard Timeline Comments” feature that I shared a few weeks ago during “Admin Office Hours”. I haven’t enabled the “Scorecard Timeline Activities” feature within my org yet. Is there a way for the GS admin to write a rule that auto-converts to a different activity type other than “Update”? Or is there a way to re-purpose ‘Update’ activity type?

 

Thanks in advance, 

Jasmine

2 replies

shantan_reddy
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  • Gainsight Employee ⭐️
  • March 30, 2020

Hi @jaw,

We have added this enhancement to our roadmap recently, and will be available soon. You would be able to choose the activity type for automated activities.


shantan_reddy
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  • Gainsight Employee ⭐️
  • April 13, 2020

@jaw Would it be possible for us to have a brief 30 min call to understand this request in more detail? We are working on this, and want to make sure all use-cases are catered to.

Your inputs will be very useful. Please let me know of a suitable time. I am based in India.

 

Regards,

Shantan