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Jef Vanlaer
Jef Vanlaer
Helper ⭐️⭐️⭐️
August 31, 2021
New Idea

Allow selecting all possible Relationships in Timeline Associated Records

  • August 31, 2021
  • 4 replies
  • 163 views

Currently, in Timeline Associated Records, Relationships can only be selected when they are under the same Company and of the same Relationship type. This is way too limiting (e.g., if you want to add an activity when you reached out to multiple accounts of the same product). We would like to be able to select any Relationship, as you are able to select any Company.

    4 replies

    Chelsea.holfield
    Chelsea.holfield
    Contributor ⭐️⭐️⭐️⭐️
    September 29, 2022

    Is there any additional or new information on this? We have a few scenarios where it would be great if a CSM could log on the relationship level to 2 different companies via the associated records. 

      abeck0625
      abeck0625
      Contributor ⭐️⭐️⭐️⭐️
      May 2, 2023

      +1 for logging a Timeline Entry to multiple Relationships between different Company records.

      Additionally, it’d be important for us that we can log a Timeline Entry to multiple Relationships of different types under the same Company. So from the Timeline of Relationship Type A our CSMs would be able to add an Associated record, Relationship Type B of that same Company record.

        jnunes
        Gainsight Employee ⭐️
        jnunes
        Gainsight Employee ⭐️
        August 7, 2023

        Hi, is there an update for this?

         

        There is a more expanded use case for associating any timeline activity to any Company, Relationship, or CTA regardless of the primary context.

         

        The current documentation includes limits on associating Companies or Relationships if the Primary Context is a CTA, Scorecard Measure / Group, or Success Plan. Is there a plan to expand this capability to open up contexts for Associated Records?

         

        Thank you!

          alizee
          alizee
          VIP ⭐️⭐️⭐️⭐️⭐️
          December 20, 2023

          THIS - how can it be 2 years old with no motion? It’s an indexing setting… 

          I’m being told by support that it’s the normal behavior but it cannot make sense! 

          We have got this as a real timeline record in Gainsight and we can all see we have associated records from different companies. You can see it at the top as it show XXXX AB and in associated records where it says XXXX AS. 

          This was done via a migration of timeline activities, so it is technically possible to achieve. And it is the only thing that makes sense to have. 

           

          The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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