Associate emails to project timeline

Forum|Forum|5 years ago
August 3, 2021
17 replies
351 views

Hi,

I’m a CSM using Gainsight as my primary tool to manage customer engagements. As such I’ve adopted the email-to-timeline feature to save important customer interactions in Gainsight e.g. statements of support, project updates, important minutes of meetings.

When you send emails to Gainsight they appear as Drafts in the global timeline section. You are then able to associate it with a Customer or a Relationship. Would it be possible to allow emails to be associated with Projects/Sucecss Plans as well? It would make life somewhat easier when you have multiple projects/plans for one relationship.

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gunjanm

Expert ⭐️

This would be a GAMECHANGER!

Gunjan

timellis

Contributor ⭐️⭐️⭐️

@soumitrasahu If I understand correctly, you’re saying that in addition to a C360 or an R360 record, you would also be able to select a Success Plan to associate an email to? If that’s accurate, I think that solves the problem provided you’re able to easily search all your Success Plans. As a side note, it would be incredibly useful if we could move a timeline entry from one C360/R360/Success Plan to another. Currently, If you accidently create the record in the wrong place, you have to delete it and manually recreate it from scratch in the correct location.

T

tallemong

Contributor ⭐️

@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?

I can’t “envision” what you are stating, but I “think so?”

I’m attaching an image to a “draft” timeline entry, created by using the “Add to Email” function (I sent an email with my personal GainSight address included, the draft appears in my timeline). Hopefully the image clarifies what I’m hoping for :) And you can let me know if that is what you are saying is in dev.

soumitrasahu

Helper ⭐️⭐️

@tallemong we recently introduced the Associated Records feature -

Support doc link - https://support.gainsight.com/Gainsight_NXT/Timeline/02User_Guides/Log_Activities_to_Timeline#Log_an_Activity

How to configure - https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline

soumitrasahu

Helper ⭐️⭐️

@timellis Currently, once the email is created as draft, you will have to associate it to a CTA/Company/Relationship. We have a plan to introduce the selection of Success Plan there.