Love the new Calendar integration on Home page. One thing that is a pain point is that when adding an activity from a meeting here, it auto-selects the customer. This is fine, but the ability to edit once auto-selected would be extremely helpful as it doesn’t always select the right account. Further, all of my colleagues are contacts for an internal account in Gainsight. Internal meetings that are about a customer are defaulting to the internal company and we can’t change it to the right customer account once the system auto-selects the company.
Calendar Integration - Make Company Field Editable when Adding Activity
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Hi@klmadison
Thanks for posting this. We are adding the ability to change the customer after auto resolution. We should be able to ship it relatively soon
cc:@Bhawya