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darkknight
Expert ⭐️
September 5, 2024
New Idea

Recent Gainsight Assist changes introduce risks/challenges

Related products:CS Timeline & Activity Tracking
  • September 5, 2024
  • 35 replies
  • 906 views

I know lots of Gainsight customers were clamoring for the ability to select the Activity Type when logging an email through Gainsight Assist.  I do not dispute this may have been a handy feature had it been properly executed.

However, it seems this was released too quickly and with absence of thought regarding the downstream impacts:
 

  1. Users can now choose an Activity Type, but they cannot fill out any custom/required fields associated with the type. This doesn’t save the CSM any real time/effort as they still have to go into Gainsight and edit the entry.
  2. And if they don’t go edit the entry, custom fields get logged with ‘--’ (including required fields) which exacerbates dirty/inaccurate data issues.
  3. Additionally, a custom/new Activity Type is really only necessary when there are data capture requirements that warrant custom fields on the layout for a single specific use case.  However, now that users can select Activity Type (but not any other field values) it is more difficult to make that argument and will result in a bloated list of Activity Types that could otherwise have been more streamlined.
  4. Similar to this idea, there may be Activity Types that are reserved for very specific processes that we do not want users to select through GA. This can also exacerbate dirty/inaccurate data issues.  Enablement and documentation only get you so far - a common end user thought seems to be: “if something is possible, then it must be acceptable.”

 

35 replies

darkknight
Expert ⭐️
June 9, 2025

FYI - Re: adding mandatory fields to Timeline Activity Type selector - this came from Gainsight PM this morning:

“Our team is prioritizing efforts around email automation, which means we've had to drop work on other initiatives to stay focused and deliver meaningful progress in that area

...yes, we did conduct a VCAM last year as it aligned with our roadmap at the time. However, our priorities have since shifted, and that is no longer part of our current plan.”

Jeff Kirkpatrick
bradley
Expert ⭐️
June 10, 2025

FYI - Re: adding mandatory fields to Timeline Activity Type selector - this came from Gainsight PM this morning:

“Our team is prioritizing efforts around email automation, which means we've had to drop work on other initiatives to stay focused and deliver meaningful progress in that area

...yes, we did conduct a VCAM last year as it aligned with our roadmap at the time. However, our priorities have since shifted, and that is no longer part of our current plan.”

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cvandegenachte
Contributor ⭐️⭐️
March 8, 2026

To reopen the topic, having required fields in addition to activity types is still a major efficiency gainer for our CSMs. I hope this can be reevaluated for the roadmap. 

darkknight
Expert ⭐️
March 8, 2026

To reopen the topic, having required fields in addition to activity types is still a major efficiency gainer for our CSMs. I hope this can be reevaluated for the roadmap. 

FYI ​@chiragj

Jeff Kirkpatrick
darkknight
Expert ⭐️
March 8, 2026

Tagged the wrong Chirag by accident.  ​@ChiragJ please see previous comment.

Jeff Kirkpatrick