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View attachments added through Email assist

  • July 25, 2018
  • 11 replies
  • 82 views

Angela.Felicissimo
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Many of our playbooks include an email assist. CSMs add customer specific attachments when sending the email however these cannot be viewed in the Timeline post. You can see the attachment has been added but cannot access it. Our Salesteam or Executives would like to be able to view these attachments as they contain key information. Is there any plan to make them accessible?

11 replies

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • September 19, 2018
+1.  You also can't view it if you click to view the actual email in the email assist task either.  So, essentially, you can see an attachment was sent, but have no way to view it.

Looks like maybe this post is asking for the same thing:
https://community.gainsight.com/gainsight/topics/attachments-from-email-assist-does-not-sync-up-to-t...

meenal_shukla
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  • Gainsight Employee ⭐️⭐️
  • September 19, 2018
+ 1 to this request.

meenal_shukla
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  • Gainsight Employee ⭐️⭐️
  • September 19, 2018
Aditya, please take note.

blaire_berry_530553
+1 to this request

meenal_shukla
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  • Gainsight Employee ⭐️⭐️
  • October 8, 2018
This reply was created from a merged topic originally titled Attachments from Email Assist does not sync up to Timeline.

Attachments from Email Assist does not sync up to Timeline. When do we plan to add this functionality?

shane_mccoy
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  • Contributor ⭐️⭐️⭐️⭐️
  • January 11, 2019
+1


angela_domenichelli
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • March 19, 2019
athenahealth would also vote for this update!


dstokowski
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  • Gainsight Employee ⭐️⭐️
  • June 26, 2019
@aditya_marla Any plans to update this behavior?


Thanks for posting!

This is in our short term roadmap. I'll update the timeline for this in a couple of days.


  • Helper ⭐️⭐️⭐️
  • January 30, 2020

Hello all,

I am happy to announce that this request has been addressed and released  in the January release 6.10.
Please find the release notes here for NXT and SFDC


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  • Helper ⭐️⭐️⭐️
  • February 3, 2020

Hello Everyone!

Adding more information. This feature is implemented in both SFDC & NXT version. The email attachments from the emails sent from Email Assist are now synced to the Timeline activity.

You can find the relevant information in our v6.10 Release Notes.

Thanks for posting!