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angela_domenichelli
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
February 13, 2019

Timeline draft limit increase needed

  • February 13, 2019
  • 13 replies
  • 178 views
Through Gainsight ticket 71673 we learned the Timeline draft limit is 2,000 which is about 7 drafts per user for the approximate number of licenses we have. We are nearing the limit before implementing email to Timeline and email to Timeline relies heavily on recording drafts when the cleint email does not match in Gainsight. Please increase the limit for all instances of Gainsight, or at least make it a per user limit so drafts save properly everytime. Thank you.

      13 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      February 13, 2019
      The draft limit is actually 5k per tenant, but this is good feedback nonetheless!

      Lila Krutel, Dir. Global Education Services
      angela_domenichelli
      angela_domenichelliAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 13, 2019
      Thank you for following up Lila!

      Even if the overall limit is similar, it is unmanagable for users to know when the entire organization is near the limit. If we said to users, you each get 20 drafts, they can manage it themselves. Having a limit acrosss our organization is problematic. Even better would be unlimited drafts!

      I will update my Gainsight ticket as we are getting error messages and according to the ticket, had 1,980 drafts at the time.

      Angela Domenichelli (She/Her/Hers)
      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      February 13, 2019
      I suppose it's possible that once you have the email to timeline feature enabled, then your draft limit increases to 5K. I'm not sure if that's how it works, but the 5K limit is what was communicated to our documentation team for the email to timeline feature. Support should be able to help us get to the bottom of this!
      Lila Krutel, Dir. Global Education Services
      rajesh_kumar_karumuru
      rajesh_kumar_karumuru
      Contributor ⭐️⭐️
      February 14, 2019
      Minor correction. Drafts limit for drafts from email to timeline alone is 5000. Manually created drafts have seperate limit of 2000.

        meenal_shukla
        meenal_shukla
        Gainsight Employee ⭐️⭐️
        February 16, 2019
        Is there a way to auto delete the drafts that are more than say X months old? Do we really need that draft that has been hanging there for 6 months +?

        Outplay. Outwit. Outlast.
          einat_pick
          einat_pick
          Contributor ⭐️⭐️⭐️⭐️⭐️
          February 18, 2019
          How can Admins track the status against the limit?

            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            February 20, 2019
            Hi,

            We have plans to enable reporting on drafts where an admin can create reports on which user has how many drafts, for which customer/ relationship and out of them how many are recent vs stale (> 30 days old).

            We also have plans to set-up auto delete of the oldest draft as the limit is reached. Before we auto-delete drafts we will send advance notifications to both admins and end users as the drafts may contain some important customer information, minutes of meeting, etc

            ETA not yet decided.

            Thanks,

            Nitisha

              andy_roy
              andy_roy
              Helper ⭐️
              June 6, 2019
              These sound like really helpful steps. Drafts are becoming a bit of a gnat swarm of irritation for our CSMs lately and I have been seeking some way to better inform and assist them by clearing out unneeded drafts.

              lila_meyer
              lila_meyer
              Gainsight Employee ⭐️⭐️⭐️
              June 6, 2019
              Hi everyone, with a patch on June 4, Gainsight changed the activity draft limit from per org to per user. Every user can have up to 50 drafts and they will receive an email notification when they reach the maximum. They can also mass delete drafts now with check boxes in the Drafts pane.
              Lila Krutel, Dir. Global Education Services
              jen_pakravan
              jen_pakravan
              Contributor ⭐️⭐️⭐️⭐️⭐️
              June 20, 2019
              we actually need more drafts please.

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