Hello, I would like to see the ability to customize timeline activity fields specific to a relationship, regardless of whether the activity type is global. For example, we have “Update” as a global activity type. Because it is global, I am unable to edit it in the “configure for” at the relationship level. When I wish to add a relationship-specific field, I must add it to the global Update activity. Because of the reports, dashboards and other infrastructure built off the Update activity type, I do not wish to create a new relationship-specific activity type.
1 person likes this
1 person likes this
+1sierra_evans wrote:
Reporting category will then help to tie them together for reporting/ analytics purposes.
1 person likes this
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.