Ability to populate custom fields on Emails logged through Gainsight Assist

@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. 

Agree this is needed and with high priority!

Users already complain about how much time it takes to log Timeline entries.  But for data accuracy, we must be able to to capture values in required fields. 

I was told by my CSM that this is not currently on the roadmap.  IMO this needs to make a leapfrog to the top of the list if you want to improve adoption and the CSM user experience!

I logged a support ticket requesting the availability for custom fields, especially required fields, to display in GS Assist.  
I was advised this is on their future roadmap.  

My work around, for the time being, will be to add ! to start of the activity type names that have required fields that they will need to go to their Home > Timeline & update.  I educated my CSMs that when they see ! at the start of activity type, it indicates there are required fields they must go in and update.

I also created a rule to alert CSMs when they are missing required fields on those activity types that are denoted as “system”

can we combine this with this one?

Hi Andy,

Personally, it doesn’t matter to me if it’s combined, as long as GS has a better approach in place. While it was a nice touch / idea, it had poor execution in there being no indicators there are fields the CSM would still need to update. 

I am going to be looking into whether I can disable allowing the ability to change activity type within GS Assist, as we are losing valuable data points with required fields not being updated.  

I tried doing a work around for CSMs to know which activity type has required fields, but that did not work.  

Welcome to the party ​@ahollen! 

And yes you can contact support and they can disable allowing the ability to change the activity type for your tenant.

I was informed this morning by my CSM and ​@Ritika Jindal  that this is no longer on Gainsight’s roadmap. 

This is such a huge need! I wish we could get this prioritized. ​@Gainsight CC Team 

Note from PM: 
“Our team is prioritizing efforts around email automation, which means we've had to drop work on other initiatives to stay focused and deliver meaningful progress in that area

...yes, we did conduct a VCAM last year as it aligned with our roadmap at the time. However, our priorities have since shifted, and that is no longer part of our current plan.”

Thanks ​@darkknight that is really unfortunate to hear and a HUGE loss for Gainsight.  We have rolled back our Gainsight Assist and our CSMs are no longer able to select activity type.  

We have a lot of timeline entries that need updating to accurately reflect KPIs for our CSMs.