This Bcc id is generated to capture the email content. If the user selects the Log Email to Timeline option, a Bcc ID is automatically generated based on the user who logged-in to the add-in, and it is added to the Bcc field in an email. The status of the logged email is updated in the add-in after the email is sent. Note: The Log Email to Timeline functionality even works if the emails are scheduled to send at a later time. These logs are added as an activity to the user's company Timeline. Also, the Log to Timeline feature from the add-in is applicable to older emails as well.
Users can sync emails to Timeline directly from Outlook when they send emails. This is due to the limitation of Microsoft. Limitation: While using the Outlook desktop app, users can find some formatting issues for the email template that contains bulleted points of any font size. The template from the side panel is copied to the email composer and a successful message appears. However, when companies are displayed by considering recipients, Permission bundles are not honored. Note: The search in the Primary Recipient field occurs on the Company, Relationship, Company Person, Relationship Person objects and also the Permission Bundles are honored in the primary recipient and also in Log Email to Timeline search. In the Primary Recipient field, enter the email address of the recipient to automatically resolve the tokens. Note: Users can also search through the list of templates by complete name and select a particular template. From the Gainsight Assist side panel, click the Email Templates option to view the list of available templates from Gainsight.Note: To resolve tokens dynamically that are mapped to default mapping in email templates while editing a token, enable the Edit default token mapping in cockpit toggle button in the Administration > Email Configuration > Compliance tab. Company, Relationship, Person, Company Person, Relationship Person, and Relationship Type are the only objects supported. Customerinfo object is not supported for token resolution in the Outlook Add-in.Templates with Survey and Report tokens are not displayed.For Non-Operational templates, the unsubscribe option is not available. Users can view both the Operational and Non-Operational templates.The following are some of the limitations of viewing Gainsight email templates in the add-in: Users can pin the Gainsight Assist Outlook side panel to automatically open the add-in panel when a new mail composer window is opened. However, the content in the template can be edited once they are copied to the composer. The email templates displayed in the side panel cannot be edited from the add-in. Note: Only the templates with the Available to Users toggle switch ON in the Email Templates page are displayed. All the attachments, images, and tokens (except report and survey) are supported by this feature.
When the email composer is opened, all the Gainsight email templates (except for the templates having report and survey tokens) which can be accessed by the user are displayed in the side panel, sorted on the basis of the last modified date. (connected to Microsoft 365 subscription)Įxchange Online: Microsoft 365 subscription, įor more information on the product version vs API set support in Microsoft Outlook, refer to the Outlook JavaScript API Requirement Setsarticle. Add-ins are supported in Outlook on the following platforms:
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