Acknowledged

Timeline and Person section are two different sections but they should seamlessly flow to one another

  • 18 September 2021
  • 2 replies
  • 7 views

Userlevel 7
Badge +1

Gainsight’s Timeline and Person section are two different sections but they should seamlessly flow to one another. If I am meeting a new contact, I should be able to add them right from the timeline instead of going to person object, adding them there, and then adding them to the timeline entry. Similarly, if I am talking to someone who just received a promotion, I should be able to change the title while I am on the timeline, instead of writing the timeline entry and then moving to the person/contact section to change their title


2 replies

Userlevel 6

Hey @meenal_shukla, thank you for your post. Your suggestion for a seamless flow from Gainsight Timeline and Person Section sounds great and will be reviewed by our Product Manager to let you know if this could be added to out road map. 

 

Userlevel 5

@meenal_shukla Thanks for sharing.We will look into this and post an update once we have prioritised this.

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