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New Idea

Outlook Gainsight Assist Log to Timeline

bjoern_schulze
Kgastaldo
revote
Kseniya
Gabolino
+1
  • bjoern_schulze
    bjoern_schulze
  • Kgastaldo
    Kgastaldo
  • revote
    revote
  • Kseniya
    Kseniya
  • Gabolino
    Gabolino
  • cbeac2432
    cbeac2432

T2Echo
  • Contributor ⭐️
  • 1 reply

Our CSM team has been loving using the Gainsight assist in outlook to log to timeline key emails and milestones from Outlook.  One issue we have seen is that if I log to timeline an email that was sent in the past the date is set to when we click send to timeline.  Is there a way to have it be sent based on the email sent date?  That way it accurately reflects when it was sent thus stays true to the timeline?  Right now we send to timeline then go into Gainsight and manually update.

4 replies

haba_89
Forum|alt.badge.img
  • Contributor ⭐️⭐️
  • 3 replies
  • February 28, 2022

Hello,

This would help a lot with the issues we are facing.

Is this to be considered?

Br,


jeremy_johnston
Forum|alt.badge.img

+1 for this enhancement.


+1 for this enhancement.


CristianaF
Forum|alt.badge.img+2
  • Contributor ⭐️⭐️⭐️
  • 16 replies
  • April 2, 2025

+1 for this enhancement.


Reply


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