Email Configuration: Email to Timeline

@keith_mattes  Still one by one as far as I know.  I do still find it a pain because whenever we add a new user, I inevitably forget to add them to the Email to Timeline, and will get pinged about it a few weeks later.  :)

@keith_mattes and @heather_hansen Thanks for bringing this up! we have this on our road-map. We are also planning for chrome and outlook plug-in. 

You can refer to below post for more information https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-gmail-plug-in-for-chrome-37433

https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434

Changing this to an idea post.

@sai_ram Thank you! Re: chrome and outlook plugins… is it part of that plugin to be able to query Gainsight for a list of customers and be able to email directly to timeline instead of including an actual person :) 

We have users that would like the ability to work within their email client in order to update Timeline directly.  Should I start a new thread for that?

@keith_mattes thanks for the quick reply! since both are the same, no new thread is required. 

Checking in on this, was there a way to bulk-add users to the Email to Timeline function?

I wonder if signaling this is “Implemented” is a bit misleading.

The original request from @keith_mattes was an enhancement to bulk-add users to the Email to Timeline capability in Email Configuration, removing the manual steps of configuring Email-to-Timeline which must be repeated for every single Gainsight user.

So far as I understand, that setup is still on a user-by-user basis. Adding bulk capabilities, or automation,  here would pay large dividends and take a repetitive activity off the Admin plate.

Putting this feature in a Permission Bundle, would be a very interesting idea. If the Bundle permissions the user to Email-to-Timeline, then configure the user automatically and send them their Email-to-Timeline address with no manual steps.

I agree that the status here is a bit misleading and should be updated.

Hi @keith_mattes , There was some miscommunication about this. Sorry for that. This is not planned in the short term as a team is working on other high-priority items. 

We should also be able to leverage the “User Groups” management, similar to the Dashboard permissions interface TBH.  Just repurpose what you have. (Sounds easy doesn’t it?) Please keep us posted on this one.