Chrome plugin: Logging email to timeline (Existing workflow) vs

Cornelia
Userlevel 6
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Hello Community, 

 

We’d like to hear what you have to say regarding a new workflow that is being worked on for Logging email to timeline.

 

Chrome plugin: Logging email to timeline (Existing workflow)

  • 1-click logging into timeline

  • All email activities are always logged in as timeline activity type “email”

 

Limitations

  • Activity type cannot be changed
  • Additional fields on the activity need to be updated by going to Gainsight timeline and editing the activity

 

Chrome plugin: Logging email to timeline (New workflow)

  • Clicking on log to timeline button opens complete timeline activity creation experience

 

 

Note: Every email logging will require 2 clicks.

31 replies

B
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Tagging @arunabhat for an update here.

J
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Tagging @arunabhat for an update here.

@Bhawya or @arunabhat circling back to see if there is an update available?

andreammelde
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@Bhawya @vmallya @Cornelia did this go in the last release? I did not see it anywhere in the release notes

Andrea Carroll
andreammelde
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Did this ever happen?

Andrea Carroll
heather_hansen
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Would like an update here as well.  We are having the same issues as @andreammelde with emails logging to our demo account instead of the customer’s account due to internal users being included on the email.

heather_hansen
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Also surfacing this thread here as well because that would solve some of these issues too.

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