Replies posted by dan_kenner
@lsiegfried I believe that is possible now using ‘Associated Records’ in Timeline events. They can head to drafts and attach one Email to multiple Customers now. However, I do want to bring this up. While the ‘Associated Records’ does help solve for this, it would be great if BCC to Timeline could recognize multiple contacts in the ‘to’ field and match it to every contact/customer record on one go. It would follow a similar logic to Associated Records, but instead of having the CSM do it manually from drafts, they system could just do it on its own upon send.
@soumitrasahu This stems from our CSMs having internal meetings with their sales counterparts. To encourage a ‘one place for all notes’ mentality our CSMs hoped to capture all the notes related to their conversation, even if it’s not about any one specific customer. Thus we can track the number of ‘internal’ and ‘external’ meetings a CSM had using Gainsight reporting. The requirement for a customer makes it so that they either 1) have to incorrectly associate a meeting with a customer, or 2) put a new TL event on each customer they talk about, which in turn inflates the number of ‘meetings’ they are having.
@timellis I’m not sure if I’m missing something or not. I tried the same thing but can’t get the screenshot to appear in line with the text. You can add it as an attachment, but copy+paste doesn’t work into the description. There is no option to add image in line with the text. We are in NXT as well.
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