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waynedilworth
waynedilworth
Contributor ⭐️⭐️⭐️⭐️⭐️
October 14, 2025
New Idea

Timeline Activity: Associated Records - CTA Indicator does not show on Timeline

Related products:CS Timeline & Activity Tracking
  • October 14, 2025
  • 2 replies
  • 75 views

We started using Associated Records on Timeline Entries to connect to CTAs. We would like the same CTA Association Indicator on the Timeline Activity list whether an Activity was created from within a CTA or If an existing Timeline Activity is associated after the fact. 

 

If a Timeline Activity is created from within a CTA - there is a visual indicator on the Timeline:  

If you associate an existing Activity to a CTA - there is no indicator:

Users have to open up the Timeline Entry and Scroll to the bottom of the activity in order to see that it is associated to a CTA:

 

The big use case for us is being able to connect Emails sent from Outlook using Gainsight Assist that land on the Timeline to CTAs.   

    2 replies

    revathimenon
    revathimenon
    Gainsight Community Lead
    October 15, 2025

    Hi ​@waynedilworth 

    Just double checking - are you looking for some support to figure out how this can work or did you mean to post this as a feature suggestion?

    Where focus goes, energy flows.
    waynedilworth
    waynedilworthAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 22, 2025

    Thanks ​@revathimenon - you are correct - I intended for this to be an idea.  I opened a help ticket and was informed that currently this identifier is the creation source and not the associated record information.  I think this is a bad user experience, as users who associate timeline entries to other entities like CTAs, Companies, or Relationships - will not have a visual indicator that they have associated the Timeline Entry unless they open the entry and scroll down.  It is already causing frustration in my user base.

     

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