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rho_ran_experian
rho_ran_experian
Contributor ⭐️⭐️⭐️⭐️⭐️
June 30, 2022
New Idea

Associated Records to Timeline across Company and Relationship

Related products:CS Timeline & Activity Tracking
  • June 30, 2022
  • 2 replies
  • 159 views

We use the GS Assist Outlook plugin which logs activities to the Company or Relationship Timeline based on the email recipients.  Since you cannot associate the activity to a CTA/Objective within the plugin, my users edit the activity to associate it to a CTA/Objective using the Associated Records functionality.  Unfortunately, if the activity is logged to the Relationship and the CTA/Objective resides on the Company, you cannot associate the CTA/Objective to the activity.   This is a major pain point for my team.  Is there any plan to expand the records GS will search for in the Associated Records field on the activity?

    2 replies

    john.cowles
    john.cowles
    Helper ⭐️
    January 25, 2024

    We would like to start using relationships more to help organize our content.  The specific situation we have is that we track professional services engagements as a relationship.  Currently, our team is logging everything at the company level which is OK, but is not as good for organization of the data when more than one engagement occurs.  The biggest issue we have with pushing everyone to work at the relationship level is that you can’t associate timeline entries at the relationship level to other accounts.  In our case, we have partner accounts that may support the engagement.  So they are on emails and involved in meetings.  Not being able to associate a relationship timeline entry to a partner account limits our ability to add them as meeting attendees or email participants.  

    ChiragJ
    Gainsight Employee ⭐️
    ChiragJ
    Gainsight Employee ⭐️
    October 16, 2024

    @rho_ran_experian @john.cowles , we hear the use case and see the need for company and its associations on relationship level activities. This is not on the top of our list but we will consider this beyond our list of AI follow up , Re-pareting activity and Edit permissions  to non-authors on Timeline activities. 

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