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Hello everyone!

This thread is for our weekly Thursday Admin Office Hours session, which will be held Thursday, June 11, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, June 11, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/253252739?pwd=RHl3ekk0RGN0ZFR3TmRkK1Zldks0QT09

 

Meeting ID: 253 252 739

Password: 864010

 

One tap mobile

+13126266799,,253252739#,,1#,864010# US (Chicago)

+16468769923,,253252739#,,1#,864010# US (New York)

 

Dial by your location

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        +1 253 215 8782 US (Tacoma)

        888 475 4499 US Toll-free

        877 853 5257 US Toll-free

 

Find your local number: https://gainsight.zoom.us/u/aQSPx2jXO

Hi Scott, 

 

I’m having trouble with timeline activities. I want our users to be able to log activities on the relationship level on from the timeline tab (it’s easier for viewer users to navigate to) but the relationship search isn’t working as expected. The activity type is the relationship type, so not sure what to do here. Also can viewer license holders log to timeline via the Gainsight Sally Slack bot?

 

Thanks!

Hey Scott, is there a workaround to be able to use a date field as a filter for email template variants in a program? Also, can I add a calculated field to existing programs to check to see if the contact is still the same? If a CSM changed the contact during the course of the program, I’d ideally like to start that participant back at the beginning of the program. 

Thanks!

HI - 

We are struggling getting a full list of participants in our JO program….

Thanks @sdrostgainsightcom ! I got booted for some reason, but will go ahead with a support ticket

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