Question

Is there a way to tie precreated timelines to CTA

  • 8 September 2021
  • 2 replies
  • 10 views

Hi,

My CSM team is adding their activities to time line and some would like to tie those entries to CTAs. However, they dont appear to have the ability to link their CTA’s to the Timeline entries  or vice versa.

 

Is there a way to do this or is this on your roadmap?


2 replies

Userlevel 7
Badge

Hey @rothpanhar - there are a few ways to associate Timeline Entries and CTAs. Depending on if you are on NXT of SFDC edition, your experience may be different.

 

The easiest way is to create your timeline entries from the CTA itself: https://support.gainsight.com/SFDC_Edition/Timeline/User_Guides/Use_Timeline_to_log_Activities

 

For existing records, you can configure associated records and tag them from the timeline entry https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline

 

Userlevel 4

@rothpanhar let us know if the links suggested didn’t work for you.

Reply