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aaronhatton
aaronhatton
Helper ⭐️⭐️
July 19, 2024
Discovery

Add the ability to create contact records from a timeline entry

Related products:CS C360 & R360 & P360
  • July 19, 2024
  • 11 replies
  • 183 views

It would be great if I could add a new contact from Timeline entries. The contact I am trying to add as an external attendee doesn't exist so now I need to go back to people, add them, then try again (less likely to do that). If I could be prompted to add the contact, fill in any fields required and hit save, then continue doing my timeline entry, it could help ensure proper record keeping

 

 

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    dayn.johnson
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 18, 2026

    This would be a big time saver for CSMs indeed.

    ​@ChiragJ Regarding your questions:

    • Yes, default to the Company of the Activity
    • Yes, if the Activity is created on a Relationship, map them as a Relationship Person on that Relationship. If it’s created on a Company, leave the option to map a Relationship manually.
    • I don’t see a use case for associating to other Companies/Relationships directly. I also don’t think this is possible when creating a contact directly from C360 or R360 today?

    Agreed with ​@Jef Vanlaer -- use case for other companies/relationships seems like more hassle than it’s worth. If multiple companies are represented on an activity, it may be helpful to add a popup that advises the user that new contacts can only be mapped to the company of the activity, and that contacts for other companies should be added to their corresponding companies separately. Maybe just give the ability to associate the timeline activity with that company, so the user could then go to that activity to associate it with a new contact after it had been created if needed?

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
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