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Contributor ⭐️
June 7, 2024
New Idea

Gainsight's calendar widget - Issue with External attendees

Related products:CS Timeline & Activity Tracking
  • June 7, 2024
  • 0 replies
  • 125 views

Hi Team,

When adding an activity under Gainsight's calendar widget for customer meetings, the company/relationship field is auto-filled based on the first external attendee. Often, We need to change the relationship due to users' multiple product associations, but this action removes all external attendees, even if they are also associated with the new relationship. This is inconvenient for meetings with many attendees. It would be helpful if the attendees were retained after a relationship change or if there were an option to copy and paste the attendee list.

 

Regards,

Vijayasailesh