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Has anyone successfully brought in files section from Accounts to Gainsight

  • 9 August 2019
  • 2 replies
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Use case is simple: Need to bring contract related info to the 360 level of Gs.

cc @emily_smith

Product team: can you also comment on what other route we can take?

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Best answer by dan_ahrens 13 August 2019, 16:13

The two available options would be the Related List report section or the Embedded Page section. Both are described here: https://support.gainsight.com/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections



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Userlevel 7
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@dan_ahrens :-)

Userlevel 7
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The two available options would be the Related List report section or the Embedded Page section. Both are described here: https://support.gainsight.com/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

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