Topics started by tiffany_hui
We created a mass edit table in DASHBOARDS to edit scores for our relationships (and comments) in the past. Now that Timeline-Scorecard integration feature is in full force, I am wondering, and a little concerned, about what happens when a user decides to edit a comment in the mass edit table. It doesn’t seem to convert to a timeline entry, and therefore wouldn’t show up in Comments reporting. Is mass edit capability something that users should avoid when it comes to comments? I’m not entirely sure where it ends up and whether it can be tracked through this route. Let me know your thoughts. Thanks.
Are there best practices around how to ensure that the entry from Slack to Gainsight Timeline appears how you want it? Some of our CSMs are having issues where they have line breaks and bullet points but the entry comes out in one clumpy paragraph.
Adding more than 3 "Email Copy" recipients to program emailUnder Consideration
Was wondering if there was any work around giving admins the ability to add more than just 3 “email copy” recipients to an email template in a program. I set up a program to send survey completion notifications to leadership, and I’ve been receiving requests to add more people to the subscription list and for sure it is difficult with just a 3 person limit.
The function that emails users when a survey is submitted is very useful: https://mail.google.com/mail/u/0/?ui=2&ik=75a31bf243&view=fimg&th=163f5524df8d2556&attid=0.1&disp=emb&realattid=ii_jic1dzea0_163f5512d874304e&attbid=ANGjdJ-MmMUAJ0f1XjfAPHzROeuiRsFJU0dD6L1wILMOdGaDSNHoVx2ls7aZg2w3yRxjpQmdrwcCDuEetj-Bl63LcDTuskORtuiSZXqAqKjhcMoK1Rfxnw9dLwGmtOE&sz=w1050-h118&ats=1528920599551&rm=163f5524df8d2556&zw&atsh=1 However, an Admin user should be able to edit the criteria that appears on that email: I would like the freedom to customize the information that goes out, whether it be to link it back to an account page, the survey analysis page, etc..
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