P360 Feedback

Related products:CS Other Features

Forum|Forum|2 years ago
July 28, 2024
4 replies
176 views

View Sent Email: Only shows emails sent from P360 of the 1 person’s record that was accessed to create the email. Users would expect to see all sent emails here.

Cannot configure/remove OOB Summary fields: We do not use Title and cannot replace it with information we do use.

Automated Program Timeline Activities are not displayed - end users want a place to see all communications for the Person record, including (and especially) the automated ones they may not have easy access to in their gmail sent items.

Gainsight Search should include P360 results when searched by configurable fields (OOB, probably name and email).

P360

dayn.johnson

VIP ⭐️⭐️⭐️⭐️⭐️

Automated Program Timeline Activities are not displayed - end users want a place to see all communications for the Person record, including (and especially) the automated ones they may not have easy access to in their gmail sent items.

Gainsight Search should include P360 results when searched by configurable fields (OOB, probably name and email).

Absolutely. Timeline is huge for us. We don’t use P360 currently, but all of our JO programs are logged to the timeline, and not being able to see those emails via P360 would be a big step backward.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member

alizee

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Exploring P360 and I concur with this feedback.

Timeline needs to behave coherently with other areas where timeline is accessible.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.