According to support, when Gainsight Assist logs an email to Timeline, it matches the recipient emails to a Company, Person and the associated Company Persons records in GS. However, GS only considers the status of the Company and Person record not the Company Person record when returning a Company to log the activity to.
As a result, we have noticed that GS Assist retrieves Companies where the Company Person record is Inactive because the Company and the Person record are both active. We are in the healthcare industry where facilities and whole systems are being acquired and sold at record numbers. I am regularly pulling facilities out of one hierarchy to put them into another. When this happens, the Company Person remains in the old Company but its status is changed to “Inactive” while the Company and Person record remain Active. When GS Assist offers all the Companies that Person record is associated with there is a risk of the activity being mistakenly logged to the incorrect Company timeline. It would be great if GS Assist would not return the Company where the Company Person records are Inactive.