Skip to main content

Ability to populate custom fields on Emails logged through Gainsight Assist

Related products: CS Timeline

We currently have a custom field on the Timeline activity form to capture CSM Sentiment which updates a Company scorecard measure.  We rely heavily on the Gainsight Assist Outlook Plug-in to add emails to Timeline and would like to be able to set Sentiment while doing so.

@karenadornetti We would like to do the same thing (log CSM Sentiment when using Gainsight Assist). The recent update to Gainsight Assist is helpful but it would be great to be able to add more fields or customize the fields shown in the side pane.