Skip to main content

EMEA Admin Office Hours(Thursday session) -27/03/2025

  • March 24, 2025
  • 1 reply
  • 11 views
baji_bathula
Forum|alt.badge.img+4

This thread is for the Admin Office Hours session for Thursday March 27th,2025. Submit your questions to this thread and we'll address them during our session at 1-2:30 PM UK Time

There is no need to register for the sessions anymore.

Join Zoom Meeting:

https://gainsight.zoom.us/j/99150084271?pwd=QmozQkpNSm1rMDZPYk1mZGE0NHhKUT09

Meeting ID: 991 5008 4271
Password: 931784
One tap mobile
+16699006833,,99150084271#,,1#,931784# US (San Jose)
+12532158782,,99150084271#,,1#,931784# US (Tacoma)

Dial by your location
        +1 669 900 6833 US (San Jose)
        +1 253 215 8782 US (Tacoma)
        +1 301 715 8592 US (Germantown)
        +1 312 626 6799 US (Chicago)
        +1 346 248 7799 US (Houston)
        +1 646 876 9923 US (New York)
        888 475 4499 US Toll-free
        877 853 5257 US Toll-free
        +91 80 71 279 440 India
        +91 116 480 2722 India
        +91 22 48 798 004 India
        +91 224 879 8012 India
        +91 226 480 2722 India
        +91 22 71 279 525 India
        +91 406 480 2722 India
        +91 446 480 2722 India
        +91 806 480 2722 India
        000 800 050 5050 India Toll-free
        000 800 040 1530 India Toll-free
        +972 55 330 1762 Israel
        +972 3 978 6688 Israel
        1801 227 228 Israel Toll-free
        +44 330 088 5830 United Kingdom
        +44 131 460 1196 United Kingdom
        +44 203 481 5237 United Kingdom
        +44 203 481 5240 United Kingdom
        +44 208 080 6591 United Kingdom
        +44 208 080 6592 United Kingdom
        0 800 358 2817 United Kingdom Toll-free
        0 800 031 5717 United Kingdom Toll-free
        0 800 260 5801 United Kingdom Toll-free
        +1 778 907 2071 Canada
        +1 438 809 7799 Canada
        +1 587 328 1099 Canada
        +1 647 374 4685 Canada
        +1 647 558 0588 Canada
        855 703 8985 Canada Toll-free
Meeting ID: 991 5008 4271
Password: 931784
Find your local number: https://gainsight.zoom.us/u/ach8

Baji

1 reply

N
  • nburke
  • Helper ⭐️
  • 32 replies
  • March 24, 2025

Some of our timeline entries added belong at the Company level and that is it.  And some of our meetings belong at the Relationship level, but are added at the Company level and then associated to the correct Relationship there.  What happens with both of these scenarios is the timeline activity of meeting added at the Company level alone are fine and count as one meeting.  The timeline activity of meetings that are added at the Company level and then associated to a relationship (let’s say it’s associated to 2 relationships) would count as 3 meetings then when in actuality for those-the company activity timeline of meeting doesn’t matter to us. Question is there a way to design a report with an IF statement, where it says something like “IF Associated Records is blank then return timeline activity data, OR, IF Associated Records has “X data” then only return the Associated Record timeline activity data and not the Company timeline activity data”.  

Reply


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings