Skip to main content
bhavik.shah
Contributor ⭐️⭐️⭐️
September 2, 2020
New Idea

Manually tag an EWS/CTA/Scorecard to Timeline activities (existing or new)

  • September 2, 2020
  • 2 replies
  • 104 views

I need an option to tag an open CTA / Success Plan Objective / Scorecard Measure to either an existing timeline activity OR to a new activity being created from the General/Company 360 Timeline tab.

 

Example:

 

Currently the only way these associations work is if someone creates a new Timeline activity from the Timeline tab available in the preview of the CTA/Scorecard measure.

Not having this option makes it impossible to associate outbound emails (which are logged via the email to timeline or via Gainsight Assist) with any CTA / Scorecard measure.

2 replies

Contributor ⭐️⭐️
September 3, 2020

This would be a great feature to add to Gainsight. I can see this help keep things organized.

nitisha_rathi
Expert ⭐️⭐️
September 24, 2020

This is on our short/ medium term roadmap. Thanks for sharing your inputs.