Question

Disable Email activity type on Global timeline

  • 22 March 2023
  • 3 replies
  • 31 views
A
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Our CSMs would like us to disable the Email Activity type on the global timeline as they do not see a use for it. I can see in documentation we cannot delete the 5 default Activity types. Is it possible to disable that somehow from being visible? https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Timeline_Settings#:~:text=Gainsight%20offers%20five%20default%20Activity,cannot%20delete%20these%20Activity%20types. 

 

3 replies

alizee
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Userlevel 6
Badge +9

Hi @Anks89 Email activity type is used by Gainsight Assist, Email Assist and BCC to timeline? Do you not use any of these tools to keep a history of interactions with customers?

If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.
A
Rank

Thanks @alizee for responding. I am not sure of the difference between Gainsight Assist vs Email Assist. We use the Outlook plugin though. Anyway, we checked with our CSM and there is no way to disable it.

alizee
Rank
Userlevel 6
Badge +9

Hi @Anks89 

Gainsight Assist is the Outlook plugin, and the emails you push to timeline via that plugin will be of “email” type.

Can you provide more insight into the rationale for now wanting Email activity type in Timeline while using Gainsight Assist? How would you like your emails to appear in timeline if not as emails?

If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.

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