[Feature Request] Auto Email Capture - Edit Thread: Support for Additional Custom/Standard Fields
We would like to request the ability to Configure/Edit Additional standard and custom fields at the thread level within the Auto Email Capture Edit Thread functionality in Gainsight Timeline.
Current Behaviour:
When editing an auto-captured email thread in Gainsight Timeline, only the following fields are available for modification at the thread level:
- Company/Relationship
- Activity Type
All other fields, including Custom Fields and any additional standard or custom fields, are currently not editable at the thread level.
Requested Enhancement:
We are requesting the following improvements:
- Custom Fields should be available as an editable field at the thread level
- Admins should have the ability to configure which standard and custom fields are editable at the thread level, based on their organizations business requirements
Business Justification
- In most real-world scenarios, all activities within the same email thread share the same classification (e.g., same Meeting Type, same Business Context)
- Requiring TAMs to manually update these fields on each individual activity within a thread is time-consuming and prone to inconsistency
- Thread-level editing of these fields would:
- ✅ Improve data consistency across activities in the same thread
- ✅ Significantly reduce manual effort for TAMs and CSMs
- ✅ Enable more accurate reporting on activity classifications
- ✅ Support better operational efficiency at scale
Proposed Solution
Allow Gainsight Admins to configure a set of standard and custom fields (similar to how Activity Type is currently supported) that can be edited at the thread level during the Edit Thread workflow. Changes made at the thread level should propagate to all associated activities within that thread.
Who Does This Impact?
This enhancement would benefit any Gainsight customer that:
- Uses Auto Email Capture for logging customer interactions
- Has TAMs, CSMs, or AMs managing high volumes of email-based activities
- Relies on custom fields for activity classification and reporting
Workaround Attempted
Currently, there is no known workaround to bulk-edit custom fields at the thread level. Each activity must be updated individually, which is not scalable.
We believe this is a high-value, low-complexity enhancement that would benefit a broad set of Gainsight customers. We would love to hear if others in the community have a similar need, please upvote or comment if this resonates with your team!