Share your questions and best practices on Timeline for Gainsight CS here.
- 241 Posts
- 858 Replies
Hello Community, We’d like to hear what you have to say regarding a new workflow that is being worked on for Logging email to timeline. Chrome plugin: Logging email to timeline (Existing workflow) 1-click logging into timeline All email activities are always logged in as timeline activity type “email” LimitationsActivity type cannot be changed Additional fields on the activity need to be updated by going to Gainsight timeline and editing the activity Chrome plugin: Logging email to timeline (New workflow)Clicking on log to timeline button opens complete timeline activity creation experience Note: Every email logging will require 2 clicks.
I am getting an Unauthorized Timeline Error every time I try to send email thru Gmail with Gainsight Plugin enabled. The email sends but does not attach to customer timeline in Gainsight. This just started happening recently. I updated Chrome to latest version and tried uninstalling/reinstalling the Gainsight plugin, but still having this issue
Hi There!Our Timeline Activities being added through a Success Plan are not counting on the current dashboard categories.Example: Client Event – Recurring Client Meeting added to a success plan directly are not showing up in the KPI Dashboard for Recurring Client Meetings so they aren’t counting as a KPI for the CSM.How can I fix this?Thanks!
Hi all,I have exhausted every article in Community and on GS Support, as well as reaching out to Support directly on this issue. I have been struggling with the Timeline POST API for a few weeks, I have tried modifying my payload a number of ways and consistently get this error: "code": -701, "error": "DB_EXCEPTION", "message": "DB exception occured.", "breakingNews": "Sql exception occurred while processing", "data": null, "path": "null", "status": 500 I do have someone from the GS who will be troubleshooting this starting January 3rd, but I am curious if anyone has an example payload (not response) for posting external information onto the Timeline as a specific activity. Thanks!
Hi there!Does anyone have advise on ensuring all your calls are logged in Gainsight? We have the Gong integration but I’m having a hard time determining if a call that occurred was or was not logged without going to the individual account record or scrolling to that date/time.We also have the Zoom app, however, I usually take paper notes so I use that on and off.Thanks!
We want to capture Market Events as a Timeline entry… I have created the below dropdowns: We want to know why the health score changed due to a market event. So the goal is, if you check the “partial” box, the health score (color)won’t change to red,BUT if you check the “full” impact box, the account would change to red.How do I build that on the backend?
We are in the EdTech space where a lot of our customers (School districts) may have similar district names across the country. When logging an email using Gainsight Assist and I search for the company, let’s say Fayatte County where it is one of four in the country, it wont tell me which state. What ends up happening is that we have to guess and likely logging to the wrong company. Is there a workaround besides logging the email via Gainsight Timeline directly?
I have created a dropdown in timeline for Market Event Impacts to Account.. The goal is, if you check the “partial” box, the health score won’t change, BUT if you check the “full” impact box, the account would change to red.How do I build that on the backend?Hope that made sense:)Thanks!
Hi Team, <Internal Collaborator Access>For an internal collaborator, we are allowing CTA to be assigned from cockpit but a task created within a timeline task does not fetch the user while selecting the user as task owner.Replicated in local: Are we allowing internal collaborator to be owner of CTA/task from cockpit? If so, why can’t we do the same for a task created in timeline activity?Thanking in advance!
This is a question for Gainsight that might get converted to a request/idea. @andutta can you help direct this? Context: If you've turned on Associated Records for timeline entries, your global timeline, and personal timeline in GS Home, will only show your original entries. You won't know if you've associated it elsewhere without clicking into it. My questions are: Was this intentional? Are there any plans to incorporate associated records to the OOB Timeline displays, or a way for admins to show them? Or is it just a feature request?
Hi Gainsight Team,It would be great if there was more flexibility in the CTA and TImeline form to show additional fields based on when a certain field is filled out and required. For our current use case, we’re capturing different account risks and want to ensure that the CSMs are filling out the appropriate fields based on the type of risk. Today, CSMs are forgetting to fill out key information and requiring these fields are not an option as the situation may not warrant that specific field to be filled out. If you have any insight or workarounds on how to achieve this, I would love to hear.
I am trying to create Activity Timeline using Insert API. But this is not working. I am able to query on Activity Timeline using Read API. But while inserting always same error is coming whatever field I put in the body → gscompanyid (any other field also same) cannot be modified since it is an immutable field. Is there anything I am missing. Or can we not at all create timeline using Insert API.
We have field employees that now use the Gainsight Mobile App -> Timeline since they only have a phone/iPad on the road with them. However, users cannot upload attachments (one of the main goals for our field employees to use Gainsight) via Timeline on the Mobile App. We would love to have this feature added to Mobile so we don’t lose our field employees to another app!
As out Gainsight Admin I am looking at rolling out the mobile app to our team. I can access the Timeline within an account, see activities, edit them, etc, but I don't seem to have the ability to add a new activity. am I missing something simple?
We migrated to the “On Premise” version of Outlook after we launched Gainsight, which resulted in the Gainsight Assist app failing to map to timeline in the webmail version of Outlook. I’m creating this post at the request of the Gainsight support team. However, If anyone has any effective workarounds, that would be helpful. Currently we are directing our staff to use the installed version of Outlook. In case it’s helpful for anyone encountering a similar issue, here are the findings from Gainsight support:Based on our review, we found that the on-premises restrictions are preventing us from logging email to a timeline since we expect content from the Outlook exchange server in order to do soAt the moment, the GS assist add-in is only compatible with Office 365. Hybrid exchange organizations (mailboxes stored both on-premises and in Office 365) might have worked with our current design, but Microsoft ended support for that too recently due to a decline in on-premises server adoption.We
Hi Team,Customer has asked for a query where they want a direct URL link for the account on the calendar activity. Is it somehow possible to do so or shall it be taken up as an enhancement?https://share.getcloudapp.com/xQuxODov Customer’s Note:Currently we try to figure out is there a way to add/expose a hyperlink to the actual Account on the Calendar activity record/notice? Or some ability to go directly to the c360 page? If it can add an activity, the information must be there and we hope it could be exposed.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.