Ability to attach docs/files to Tasks
None
It would be great to have the ability to attach files/docs to TASKS in a similar fashion that you can to CTAs.
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We are working on enhancing our file attachment capabilities in Cockpit and C360, so your feedback is very timely. Could you please expand a little on why it's important to add these files from within the Task and not the CTA or any other level/area? Would love to fully understand your process and use case.
Thanks,
Manu
This request is mainly because my account managers are keeping a running task list for each
account. Over a year, they expect to attach many files to each accounts Task-list
CTA, and they will have no way of identifying which task each file was associated
with if the file is only attached at the CTA level. This will make the list of
attachments long, unorganized, and hard to reference back to.
Any thoughts?
In summer(Aug) release, we are adding the capability to add attachments in timeline. So, the CTA timeline can be used to add attachments related to the CTA and all tasks under it. Would this help solve your problem?
Thanks,
Nitisha
This is not good.
I've seen inconsistencies with activity syncing. I actually want to sync Activities to Events in Salesforce but there is an issue where there is no native Gainsight End Date field which is apparently required when you sync to Events. (Beats me why it doesn't exist if it's required!) So a custom field had to be created. But I can't make that custom field required on the Activity so if CSMs close the Activity record without filling out the End Date, then it breaks the syncing process to Salesforce.
Fortunately the latter item - make Activity fields required - is coming in the April release. But I still don't have much confidence in the syncing capabilities because it's been very inconsistent for me.
Sorry that you are facing problems while syncing activities to Salesforce.
- We have released the capability to mark a field as mandatory. Jeff - you should now be able to make End Date mandatory and this should improve your syncing experience
- We are not yet syncing attachments to SF as few customers had concerns about the storage limits in SFDC. Timeline attachments in Gainsight don't count against your SFDC storage limits. We will soon give a configuration where you can choose to sync/ not sync attachments to SFDC.
- Andrew - Syncing of activity is not dependent on the size of the attachment. If you are still facing the issue then I request you to raise a support ticket so that we can dig deep into the problem.
Thanks,
Nitisha