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justin_majors_e55e2b
justin_majors_e55e2b
Contributor ⭐️
June 14, 2017
New Idea

Log timeline activity (such as email, call, meeting) against multiple relationships.

  • June 14, 2017
  • 6 replies
  • 61 views
We use the relationship feature to segment our 'offers'.  Product 1, Product 2, Product 3,...,Product 10 --  are all different relationships.

We sometimes have meetings that will cover 2-3 of those products and we log meetings in our timeline view. 

Enhancement:

We would like the ability to log a meeting against multiple relationships.  For example, a CSM may have a call that discusses Product 2, 4, 7.  We would want to be able to log that call against each of those relationships.

      6 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      July 18, 2017
      Hi Justin,

      Thanks for the post. Would it work if we give a clone option? You can then clone an activity from one relationship, select the second relationship and the activity will be posted to this second relationship.

      Thanks,
      Nitisha
        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        February 6, 2018
        Has this been rolled out?
          justin_majors_e55e2b
          justin_majors_e55e2bAuthor
          Contributor ⭐️
          February 6, 2018
          Yes, a clone option would be excellent! Wondering why this is set to implemented?  The clone option would need to work at the CSM level not the Admin level as well. 
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            February 9, 2018
            Hi,

            This is not available yet but will be available in short-term.

            Thanks,
            Nitisha
            jeffrey_coleman
            jeffrey_coleman
            Helper ⭐️
            April 5, 2018
            Realizing I'm way late on this... the issue with cloning is that we create multiple entries when what I think is the case here (and is the case for us) is that it's really one entry with multiple applications. With a clone you then have to go and make updates in multiple places. And do tasks created through timeline clone as well?

            In our model we're mostly looking at multiple relationships of the same type for this use case -- for example a client who is deploying multiple grant programs, each of which is modeled as a separate relationship for purposes of activity data, health scoring, etc. Yet a call/meeting would reasonably account for all of those programs. (And the account level doesn't work because there are multiple product families involved here.)
              Gainsight Employee ⭐️
              Anshita
              Gainsight Employee ⭐️
              February 23, 2022

              Hi Team - any updates here? Are we planning to implement this?

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