We would like to request that Gainsight Assist, specifically in Outlook, offer the ability to post the email to multiple customer accounts using the ‘Related To’ option. This would help immensely in our organization of health care customers. The majority of our customers are parent with child accounts. This feature will allow our users to quickly attach their communication to all the correct accounts. Currently our users need to go back into the email after it posts to Timeline, edit and then apply any other customers in the Related To field.
Thank you for your consideration,
Patty Soldani
PointClickCare
Another use case where it would be very helpful to be able to choose to log an email to any company or relationship is when the recipients of the mail are all internal people. Currently emails can only be logged to the company or relationship that the recipients are associated with. These kinds of emails cannot be logged to the correct company without going in and editing the activity which is not the most efficient workflow.
Thanks,
Rhonda Ransopher
I have upvoted this request and would like to see this also supported for Gmail