We take meeting minutes in “call” and “meeting” type activities in the timeline. We add the external attendees and internal attendees from person records.
In addition to that we have to @ mention someone to send them a copy of the meeting minutes.
If we can auto populate the external attendees and internal attendees by default with @ mention in the meeting notes -
- It is easier to add/remove members from @ mention list
- By default all participants will get a copy of the notes.
Hi@aparimala ,
We are adding the capability to send an email with activity details directly from Timeline. This email can be sent to both internal and external people. This should be available in May release.
Hello Everyone,
This will be addressed in the 6.14 release for both NXT and Salesforce edition. Gainsight will support users to send emails that contain the details of Timeline activities. A Share via email option is added for all activities in the Timeline page, and it can be accessed by all user types.
Stay tuned for more details in the upcoming release notes…
Thanks!
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.14 release. Gainsight now allows users to share Timeline activities as emails with the Share via Email option, which is available for all activity types on the Timeline page.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!