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Hello Community, 

 

We’d like to hear what you have to say regarding a new workflow that is being worked on for Logging email to timeline.

 

Chrome plugin: Logging email to timeline (Existing workflow)

  • 1-click logging into timeline

  • All email activities are always logged in as timeline activity type “email”

 

Limitations

  • Activity type cannot be changed
  • Additional fields on the activity need to be updated by going to Gainsight timeline and editing the activity

 

Chrome plugin: Logging email to timeline (New workflow)

  • Clicking on log to timeline button opens complete timeline activity creation experience

 

 

Note: Every email logging will require 2 clicks.

Tagging @arunabhat for an update here.

Tagging @arunabhat for an update here.

@Bhawya or @arunabhat circling back to see if there is an update available?

@Bhawya @vmallya @Cornelia did this go in the last release? I did not see it anywhere in the release notes

Did this ever happen?

Would like an update here as well.  We are having the same issues as @andreammelde with emails logging to our demo account instead of the customer’s account due to internal users being included on the email.

Also surfacing this thread here as well because that would solve some of these issues too.

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