Hi everyone, new GS learner here. I am trying to log a manual timeline activity and it shows there after I hit ‘Log Activity’, but then when I refresh the record, or close out of it and come back in, the activity is gone. I tried it on different accounts and same thing. Any idea?
When you use the associated records feature:
· In a report from Activity Timeline, you’ll find the record ONLY in the Company that you created the entry (I just have the user who created the entry and date as filters)
· But, you should see it in both Timelines.
At left, the account “Hy...” where the entry was created. At right “...Test Account”. The Notes, title, and associated record box look exactly the same, but in “...Test Account” you can see at the top two circles: AR and C (Associated Record and Company respectively) that shows the source of that entry
Hope this helps!
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
