Working with our admin today to setup note templates and there are not Activity Types showing even though we have many Activity Types active. Where would we activate this-there is nothing here in Community nor in Support other than this “how to” but that doesn’t explain why Activity Type is empty or how to add.
https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Note_Templates
+9Hi
You have to go to Administration → Timeline → Note templates tab
Select your template, click on the three dots at right and edit.
Then, from the Activity Type dropdown, select the activities for which you want the template to be available and save
Hope this helps 😊
+9Oh I’m so sorry! didn’t realize the screenshot was from that section already 🤦🏻
The only thing I can think about is that the Activity types have to be active to appear there.
Honestly, I can’t recall having to do any additional configuration to enable that.
Right now you have chat support available, I would ask them. Sometimes it’s just an issue specific to your instance
+13
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