Hi team,
Had a CSM show me something today in Salesforce that I wanted to raise here. When creating a Timeline activity in Gainsight through Salesforce, the Activity Type is defaulted to “Update.” When the CSM changes the type, even if they do this before entering any data into any of the other fields, they get a dialog box warning them that whatever information they’ve entered will be lost if they change the type.
We agreed this makes sense if someone has started entering data already, but if they haven’t, it feels like an extra click. Curious if this is intentional or if it’s something on the roadmap to be fixed?
Thanks!
