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Enable log to associated records in Gainsight Assist

Related products:CS Timeline & Activity Tracking
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alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 649 replies

Hi all,

Much like we’re able to attach two companies to one timeline entry from within the timeline entry, I’d like Gainsight Assist to support that feature too to avoid having to go back and edit every new timeline email entry I create with Gainsight Assist. It’s quite cumbersome having to do that.

Here’s the idea: 

  • Toggle to choose if single company or multiple company (or relationship) entry
  • If multiple,
    • selection option as above for primary record
    • display additional selection to select the associated record (same list of records as in the primary section

Thanks for considering that enhancement! 

2 replies

  • Contributor ⭐️⭐️⭐️
  • 21 replies
  • September 19, 2023

This would be helpful for us as well, particularly when dealing with parent/child accounts where an email may be sent to multiple children accounts.


Abinash
Forum|alt.badge.img
  • Gainsight Employee ⭐️
  • 18 replies
  • September 20, 2023
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