Skip to main content
Closed (Duplicate)

Gainsight Assist Outlook Add-In

Related products:CS Timeline & Activity Tracking
  • November 3, 2023
  • 1 reply
  • 28 views
melissa_davenport
heather_hansen
jenniferpa
+12
  • melissa_davenport
    melissa_davenport
  • heather_hansen
    heather_hansen
  • mark_walseth
  • nnicholson
  • jenniferpa
    jenniferpa
  • gunjanm
    gunjanm
  • jmendoza
  • hillarydj
    hillarydj
  • sai.reddy
  • chiggitt
  • aaronhatton
    aaronhatton
  • talexis
    talexis
  • kraschkeaxon
  • Swarnam
  • wscuphamabnormal
  • Andy Trevino ATX
  • jdgrabis

I prefer leveraging the Outlook Add-In when accessing email templates and/or sending non-templatized communication to customers and consistently leverage the add to timeline feature.   When new email is received from a customer and want to add to the timeline, the date that’s published in Gainsight is the date when timeline record is created.   It would be a huge value if the add-in had the ability to apply the actual email date, not the date you sent the email over to timeline.    This is a true representation of the activity date for a CS historical record. 

 

1 reply

anirbandutta
Forum|alt.badge.img+2
  • Expert ⭐️
  • 1804 replies
  • December 11, 2023
Updated idea statusNew IdeaCLOSED (DUPLICATE)
Idea merged into:

All the votes from this idea have been transferred.

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings