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Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
April 12, 2022

Chrome plugin: Logging email to timeline (Existing workflow) vs

  • April 12, 2022
  • 31 replies
  • 549 views

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.

31 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
March 27, 2023

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