Can you modify the Activity Type: Meeting?
Our CCO is looking for these changes:
1. Remove Duration
2. Move up Meeting Type
3. Add a manual health score measure
Is this possible?
Page 1 / 1
Hi James,
You can edit the Meeting Activity Type in Admin > Activities & Timeline > General Settings.
This article gives more info on how to create custom activity types as well as edit existing activity types.
You can edit the Meeting Activity Type in Admin > Activities & Timeline > General Settings.
This article gives more info on how to create custom activity types as well as edit existing activity types.
Hi Lila-
Thanks for the answer. We have deployed different Meeting types and activity types.
What our CCO is asking for is to modify the Meeting Timeline Activity.
Remove Duration
Move up Meeting Type
Is this modification possible?
Thanks for the answer. We have deployed different Meeting types and activity types.
What our CCO is asking for is to modify the Meeting Timeline Activity.
Remove Duration
Move up Meeting Type
Is this modification possible?
It looks like "no", because the OOTB fields can't be re-ordered or removed. :(
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.