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Gainsight Employee ⭐️
August 6, 2024
New Idea

Allow For Timeline Type Automation to be Overridden

Related products:CS Timeline & Activity Tracking
  • August 6, 2024
  • 1 reply
  • 40 views

Posting on behalf of Customer:

Pain-point: This update has increased the number of clicks and it's not a great experience for CSMs.

For example: The system at a company defaults the timeline type to "Email" because there are more email-type entries, but now when the csm tries to create a meeting timeline Gainsight throws a warning, asking the user to confirm the change, which leads to more clicks.

The notion of automatically determining the timeline type based on usage is appealing, but it would be much better if the administrator could override it and select a default timeline type. Alternatively, if the warning or popup is only a type update and no data has been submitted on the form, the system must update the activity type without any warnings.

1 reply

Contributor ⭐️⭐️
August 6, 2024

Please make this change~! 
The new feature that caused this was good on paper but not good in reality.