Ability to Log Timeline Activity to Multiple Accounts (think client reference calls)

Related products: None

Hi, as we start to build our community, there is an increasing need to be able to log Timeline activities capturing a meeting in which multiple clients were present. Currently that doesn’t seem to be an option without creating a copy of the activity under each company. 

How does Gainsight log interactions between clients?

Is this available in NXT or already in the roadmap?

 

Thanks, 

Ana

@ana_g do you mean an activity should be assigned to multiple accounts?


@sai_ram yes! I don’t seem to have that ability now. Is it available in NXT?


@ana_g This is on the roadmap and tentatively can be available by mid 2021


@sai_ram and @nitisha_rathi  I found out today that this functionality already exists in Gainsight: https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline

This item should probably be marked as complete.