Need the ability to report on external contacts within Timeline Activity

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  • Idea
  • Updated 7 months ago
  • Under Consideration
External contact is a field you can populate when logging an activity to the timeline, but this field is not available to report on in Gainsight. Notes is also not available (but there's another discussion around that), so there's no way to identify who was involved in an activity via Gainsight reports.  Therefore, kind of pointless to run reports or add them to dashboards if we can't quickly identify who the activity involves and would need to go to the timeline itself in order to make that determination.
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Melissa I, Champion

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Posted 7 months ago

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Karl Rumelhart, Official Rep

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I agree with you that not having People available is a major gap.  What does work is to identify which Customers or Relationships that have certain types of Activities logged and which don't.  Easy to create reports of this kind, just not at the Person level for now.