It would be highly beneficial to have additional fields available directly within the Gainsight Assist Outlook Add-in that CSMs use before sending an email. Currently, CSMs need to navigate to the logged Timeline Activity in Gainsight and edit the fields there. Integrating these fields into the Outlook Add-in would streamline the process significantly.
Business Case: When a CSM composes and sends an email in Outlook using Gainsight Assist (Outlook Plug-in), they must later go to the Company Timeline in Gainsight to edit other activity fields such as Tags and Products. This additional step is time-consuming and inefficient. Allowing CSMs to add these fields directly within the Outlook Plug-in would enhance productivity and ensure more accurate data logging.