Skip to main content
diana_luo
diana_luo
Contributor ⭐️⭐️⭐️⭐️
January 29, 2018
Solved

Chatter to the Relationship 360

  • January 29, 2018
  • 3 replies
  • 101 views
Hi, I was looking through documentation on adding chatter to CTAs and found this helpful resource (https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Technology_Part...) but couldn't find anything on enabling chatter for Relationships. All of our customers have relationships associated with them, and we don't use any Customer CTAs. 

Has anyone configured this successfully? Thanks!
    Best answer by sai_kumar
    Hi everyone, we have updated the Chatter: Integration Overview based on the above post. Please feel free to provide any feedback/suggestions at docs@gainsight.com.

    Thanks for posting!

    3 replies

    pele
    pele
    Helper ⭐️⭐️⭐️
    January 30, 2018
    Hi Diana! I recently went through configuring this for our relationship CTAs. 

    To do so I navigated to Adminstration > Workflow > Calls to Action. And from this page, I selected the Relationship tab at the top, selected the Relationship Type and then selected "Call to Action" from the picklist for "Make chatter post for CTAs".

    Hope this helps!

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 8, 2018
      Hi Diana, I really appreciate your ask, Please let us know if you need more help here. 

      @Pele, That's really excellent info. Thanks for posting .
      sai_kumar
      sai_kumarAnswer
      Helper ⭐️⭐️
      September 20, 2018
      Hi everyone, we have updated the Chatter: Integration Overview based on the above post. Please feel free to provide any feedback/suggestions at docs@gainsight.com.

      Thanks for posting!
        Terms & ConditionsAccessibility statement