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ana_g
Helper ⭐️
November 16, 2020
New Idea

Ability to Log Timeline Activity to Multiple Accounts (think client reference calls)

  • November 16, 2020
  • 4 replies
  • 159 views

Hi, as we start to build our community, there is an increasing need to be able to log Timeline activities capturing a meeting in which multiple clients were present. Currently that doesn’t seem to be an option without creating a copy of the activity under each company. 

How does Gainsight log interactions between clients?

Is this available in NXT or already in the roadmap?

 

Thanks, 

Ana

    4 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    November 17, 2020

    @ana_g do you mean an activity should be assigned to multiple accounts?

    ana_gAuthor
    Helper ⭐️
    November 17, 2020

    @sai_ram yes! I don’t seem to have that ability now. Is it available in NXT?

    Anastassia Goidina
    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    November 20, 2020

    @ana_g This is on the roadmap and tentatively can be available by mid 2021

      tmorgan
      tmorgan
      Helper ⭐️
      May 25, 2022

      @sai_ram and @nitisha_rathi  I found out today that this functionality already exists in Gainsight: https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline. 

      This item should probably be marked as complete.

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