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Default entry for Company field on Timeline

Related products:CS Timeline & Activity Tracking
  • March 13, 2024
  • 0 replies
  • 10 views

  • Contributor ⭐️⭐️

Our company uses both GS Assist Outlook and GS Timeline entries.

Before the Feb release, the Company is defaulting to the related contact on the email. Right now, TAMs have to select since it’s seeing 2 Companies (ours and the customer’s). Our TAMs dont really need to log timeline entries on our company BU. Can we have this exclude all internal contacts (maybe using our email domain) and defaulted to the Company of the external contact?