Use Case: I handle communications with 1. our resellers 2. customers who have multiple accounts for various reasons, and the email thread that may involve more than one client account so that communication needs to be logged on multiple account timelines.
Currently, in Gainsight Assist if the client account is not evident I either 1. receive a drop down to select the right account, or 2. the timeline activity goes to draft. In scenario #1 I’d like to option to have a multi-pick list and select all applicable accounts and have that timeline activity appear on all selected accounts. In scenario #2 I’d like to be able to populate/select multiple accounts as well.
An alternate option would be to be able to open a timeline activity on account “A”, and copy (and/or move) it to an alternate account.