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New Idea

Gainsight Home Calendar Widget

Related products:CS Timeline & Activity Tracking
  • April 11, 2024
  • 0 replies
  • 11 views

Chelsea.holfield
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Currently if you try to create a timeline activity from the calendar widget and need to switch the company name it wipes out all the internal attendees. We have some users who are in multiple accounts so it would be great to keep the internal attendees when a CSM needs to switch the account where they are creating the timeline activities. This way they don’t have to re-add all internal attendees if switching the accounts.