Hi,
In cases where you have multiple accounts linked together through an account hierarchy, we often have the case where we would like to record a timeline activity and have it recorded on each account within the hierarchy. That way if someone records something important that relates to all accounts within the hierarchy, it won’t be missed. At the moment our team have to manually go to each account in the hierarchy and repeat the timeline entry - if you have 10-15 accounts in a hierarchy, that’s a pretty long process.
If there could just be a tickbox when you are creating an activity that said ‘post to all accounts in hierarchy’ it would be extremely helpful.
Any chance this is on your roadmap or could be added to be sorted in the next while?
Thanks
@all, We sometimes change the priority of the road-map based on the number of users votes, so please vote to change the priority of the road-map.
Happy posting!
Changing the Status to Planned.
This is awesome news - thanks@sai_ram !
Hi, This is on our short-term road map. I’ll keep you posted once we consider this for release.
Hi, our company is fairly new to Gainsight, and this topic has come up often. Has this been released or is it planned to be released soon?
Hi, our company is fairly new to Gainsight, and this topic has come up often. Has this been released or is it planned to be released soon?
https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline