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Anks89
Contributor ⭐️⭐️⭐️⭐️
Mar 22, 2023 4:57 PM UTC
Question

Disable Email activity type on Global timeline

Our CSMs would like us to disable the Email Activity type on the global timeline as they do not see a use for it. I can see in documentation we cannot delete the 5 default Activity types. Is it possible to disable that somehow from being visible? https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Timeline_Settings#:~:text=Gainsight%20offers%20five%20default%20Activity,cannot%20delete%20these%20Activity%20types. 

 

    3 replies

    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    Mar 23, 2023 8:37 AM UTC

    Hi @Anks89 Email activity type is used by Gainsight Assist, Email Assist and BCC to timeline? Do you not use any of these tools to keep a history of interactions with customers?

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    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    Anks89Author
    Contributor ⭐️⭐️⭐️⭐️
    Mar 23, 2023 3:57 PM UTC

    Thanks @alizee for responding. I am not sure of the difference between Gainsight Assist vs Email Assist. We use the Outlook plugin though. Anyway, we checked with our CSM and there is no way to disable it.

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    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    Mar 23, 2023 4:01 PM UTC

    Hi @Anks89 

    Gainsight Assist is the Outlook plugin, and the emails you push to timeline via that plugin will be of “email” type.

    Can you provide more insight into the rationale for now wanting Email activity type in Timeline while using Gainsight Assist? How would you like your emails to appear in timeline if not as emails?

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    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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