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soumitrasahu
soumitrasahu
Helper ⭐️⭐️
July 23, 2021

Note Templates, Coming soon!

  • July 23, 2021
  • 23 replies
  • 1275 views

Hello Community!

We need your feedback!

Gainsight is introducing the most awaited Note Templates, a way to add templates in your Timeline Notes which makes it easier and faster to log Timeline activities.

Key Highlights

  1. A preview of the Template will be visible before Users apply it in the Notes.
  2. Users can modify the text from applied templates while writing the notes.
  3. Admins will be able to compose the Note templates in the Administration (Timeline).
  4. Admins will be able to align the created templates with different Activity Types. Hence, Users will apply templates available for the specific activity type they are creating.

Play the video to learn more.

    23 replies

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    soumitrasahu
    soumitrasahuAuthor
    Helper ⭐️⭐️
    September 20, 2021

    @jake_ellis We will have to look into the requirement for adding multiple templates. Usually, when there are multiple templates required for a Note, it will mean that there is a need for a change in the content of the template. Nevertheless, do you think you will have frequent requirements for having multiple templates in a single call?

    andreammelde
    andreammelde
    Helper ⭐️⭐️
    September 21, 2021

    Currently we use Rules to create milestones when certain fields are changed, but the formatting gets removed when we apply the notes into one gigantic paragraph. 

     

    Will the templates be able to be used when creating milestone timeline entries as well?

    Andrea Carroll
    andreammelde
    andreammelde
    Helper ⭐️⭐️
    February 23, 2022

    It would be great to set some tokens on the Timeline Note Templates from your account. 

     

    For example, we want to set up a template for a “CSM Handoff” when the CSM changes. The leaving CSM will create, but we have some things like “ARR, Sentiment (custom fields on account,), renewal date” that we want pulled into one spot rather than the CSM going to different places. It would be great to be able to token and map like we are able to in Email Templates

    Andrea Carroll
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