Associate emails to project timeline

@rds-dk great to hear about the usage and thank you for sharing your requests here. I will check with product team and get back to you on the above request. 

I would like this as well!

Just the function I need, thank you for raising this enhancement request!

Hello @rds-dk 
Have you tried chrome plugin for gmail or Outlook add-in? These two tools provide you that capability of logging email to timeline to their respective company.

@chethana haven’t tried that. I’m on a MacBook using Safari without access to gmail and Outlook.

Hello @rds-dk 

As you mentioned we don’t have capability yet to log to Success plan from gmail/outlook.But please try plugin/add-in and let us know you use case from these areas to which other areas you would wish to log.

This functionality is much needed.  It is easy to send emails and use the Gainsight email address and have drafts show up in timeline.

As a CSM who’s now mandated to put updates in tied to success plans, I must go to a browser, navigate to GS, log in; then I have to find and click on my Relationship; then I have to navigate to and click on Success Plans; then I have open the right success plan and navigate to Objectives; Then I have to manually create an “Update” and cut & paste or manually write in information before logging the update.  It’s an 8 step process, give or take, and cumbersome.

Being able to send an email, open drafts, and pick from a drop down a success plan and an objective would be much more streamlined. 

@tallemong @rds-dk we have a plan to give Success Plans as Associated Record in Timeline activities. Once these draft activities are created, you will be able to associate these to Success Plans as Associated Record. Will this approach solve your problem?

@soumitrasahu So you would still link the timeline entry at the customer/relationship level and then associate it to one or more Success Plans.  That sounds good as long as it doesn’t take too many additional mouse clicks.

Hello friends, if this topic is super important and should be implemented to try to further automate our activities in Gainsight, so that they are not redirected to an Email-type Activity, but point to a Timeline of a specific Success Plan. This functionality would be super useful. Thanks.