Replies posted by wwickham_presidio
Even starting with the Subject line as a possibility for timeline activity report building would be very helpful.We are leveraging the Email templates and Gainsight Assist to begin developing standard naming conventions in the subject line to make it easier for search within Timeline and to (hopefully) later create reports and rules triggered by these eventsExample:Input - Timeline Activity Type = Email; Subject contains Quarterly Report; Attachment = Yes Output - Close existing QAR CTA as successful. Create QAR CTA assign date + 90.I hope this makes sense.
To add another customer perspective - This feature will make it much easier to find our decks from within the C360 or R360.Also being able to report on file status can allow us to generate reports where we can easily access key documents within the customer account.Example: Timeline activity = Email. Subject = Quarterly Report. Attachment = yes. This way we can see whether the QBR deck was sent and when.We can also create reports that indicate QBR decks are missing or unsent/overdue. There are occasions where we have our quarterly business review and hold on the report because something came up in the review and we need to wait for information (such as quotes for expansions, invoicing challenges)
To help, there are a few use cases we have that are facilitated by allowing administrators to bulk edit activity types:We use the Gainsight Assist outlook app extensively since the bulk of our communications are through email. We would love to be able to create rules to categorize incoming emails into the appropriate activity types so we can then begin to generate reports and provide ease of search to the CSMs. We want to be able to take existing items in Timeline and recategorize by activity in bulk as admin. Right now, most of our activities are email since we use Gainsight Assist so much. Hope this helps.
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