I have a use case where my company has 3 different company types in Gainsight. Company, Client and Partner.
We would like to setup a Partner specific Timeline Template, Partner specific CTA Template etc. that is only visible on Partner accounts.
Currently I am not seeing a way to do this as there is only Global, Company, Relationship.
Any ideas out there?
+4
Hi Jason,
That’s wonderful idea to restrict the timeline templates based on the company types Like partner,client, etc. Currently, We can restrict the templates to be visible at the timeline activity type Level/.
I’m tagging our Timeline product Manager
Best,
Hardik
+9
I believe
https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Note_Templates
Having different views for Activity Types would help our users be more efficient by not having to sift through all the options. Also, having the ability to set a pre-selected or default Activity Type would save even more time.
+5
Hi
Absolutely agree about the former, and regarding the latter you can have a default type. It would be the first in your list of the Activity Types (Timeline Administration)
But there is a gotcha, If going to C360 → Create →Activity, the 1st choice is set as default. If going to C360 → Timeline → Add activity doesn't ☹️
We spoke about this recently in the Global Gainsight Admins’ Slack (if you are not part of it, I highly encourage you to join!). One of the admins was told by support that was intended behaviour, and I have a ticket open at the moment
+5
Welp, I was told that the PM team confirmed they will be proceeding as an enhancement request and standardize the functionality across Timeline pages for productization.
So, as suggested, I submitted the idea. Feel free to add a vote/make some noise
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