Gainsight Assist: when forwarding email, use recipients as well to determine Company/Relationship

  • 6 August 2020
  • 1 reply

Userlevel 6

When forwarding an email via Gainsight Assist, it currently based the Company/Relationship to log the Activity on the sender of the original email. This will potentially lead to logging the activity to an incorrect Relationship if you're forwarding an email a colleague sent to a customer. It would be useful if Gainsight Assist also takes into account the recipients of the original email (and sends the email to Drafts in not certain).

1 reply

Userlevel 7

Hello @jef

Thanks for your inputs. We are coming with an option to search for company or relationship if you cannot find the list provided. I will keep you posted about release timelines.