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kgodisela
Gainsight Employee ⭐️
Gainsight Employee ⭐️
July 21, 2025
New Idea

Ability to give default values for Activity Timeline custom fields

Related products:CS Timeline & Activity Tracking
  • July 21, 2025
  • 1 reply
  • 60 views

Few of our customers have use cases where they want to set default values for Activity Timeline custom fields. 

Use Case 1 from NICE CXone: For activities synched from MS Teams to GS through AI followup using Staircase integration, customer wants to set two fields with default values which will reduce 99% of their effort of having to add these manually every time.

Use Case 2 from Tessitura Network Inc.: Customer has set up Activity Sync and configured a custom field to sync. For a particular Activity Type, as this field doesnt have any value, its not synched to SFDC. Hence they want to set a default value for this field when an activity is created, so that its synched properly to SFDC.

CC: ​@marionmungcal 

1 reply

Contributor ⭐️⭐️⭐️
July 22, 2025

Use Case 1 from NICE CXone: For activities synched from MS Teams to GS through AI follow-up using Staircase integration, customer wants to set two fields with default values which will reduce 99% of their effort of having to add these manually every time.

We need to be able to set default values for Session Type and Designation Type.