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Question

Activity Timeline: Change format of data and what is captured

  • April 9, 2019
  • 3 replies
  • 72 views

james_whitehead
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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?

3 replies

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • April 9, 2019
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.


james_whitehead
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • April 9, 2019
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?


lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • April 9, 2019
It looks like "no", because the OOTB fields can't be re-ordered or removed. :(