CTA called NOTES
CS Data Management & Integrations
Can there be a CTA called Notes? I create a CTA / Event or Opportunity to keep all of my notes when working with a customer. I do this so that anyone that looks at the account can read those notes in SFDC & Gainsight. The task date is set for like a year away. The Note won't be closed out unless the customer leaves.
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Have you had the chance to try out the Gainsight feature Timeline, located on Customer 360, for your note taking? I was in a similar situation as you, trying to find out the best way to capture notes within Gainsight. When Gainsight released Timeline I finally had the capability to take notes in real time and tie them to the Gainsight Customer 360 so everyone has the most up to date information when viewing an account or relationship. I would encourage you to read the following article around the feature and let me know if this would be beneficial.
https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/User_Guides/Use_C360_or_R360_Timeline_to_log_Activities
Regards,
Easton Taylor
"If your organization uses an external note taking solution, such as
Evernote, the Timeline feature is a good alternative, since the info is
visible to all GS users in the C360, can be synced automatically with
SFDC, and is searchable."
And some handy FAQs too: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Overview/C360_Timeli...
As you can tell - we love timeline over here. 🙂