360 Company & Relationships
Share your questions and best practices on everything related to the C360, R360, Scorecards, Relationships, and Account Hierachy for Gainsight CS here.
- 421 Posts
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The issue I'm working through is similar to the one posted here: [url=https://community.gainsight.com/gainsight/topics/-attempt-to-de-reference-a-null-object-rule-error]https://community.gainsight.com/gainsight/topics/-attempt-to-de-reference-a-null-object-rule-error[/url] Last week we converted scorecards from RYG to Numeric. The following day the null object error message was reported on a singe rule set score function (1 out of 10). After some head scratching and excellent advice from Gainsight support I found 2 problems with that set score rule. First, it was trying to update scores on inactive accounts because of a filtering misconfiguration. Second, I have lingering RYG values in the Scorecard Fact object. Fixing the first problem resulted in a successful run of the failing rule... and there was much rejoicing. Today another set score rule is failing apparently due to the second problem. I'm not sure how rare this issue is but I thought a new
Hello From a data-security point view, is there a way to block a view and/or exporting functionality of just one section in C360 i.e. to be viewed by only a selected group of people? For example, we have a section in C360 called Revenue which shows a report on the products/services an account purchases. Is there a way to restrict this report to only the account owner and the leadership team, without restricting other reports, or the entire C360 to other users? Thank you Katerina
We are working on creating success plans for our onboarding process. We would like to make the onboarding success plan visible in our product to any admin who logs in. This would require a url that isn't restricted by person. Can we generate a general url to paste in our product and have different people access it?
When you enter text into the text boxes on a success plan (Description / Action Plan etc) the font in the panel is shown to be Sans Serif but when text is entered, it is Serif. The real UX problem here is that to change the text from Sans Serif > Serif, you need to highlight the text and change it to Sans Serif (no change) and then change it back to Serif. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180328-83202-1qwhzw5-Screen_Shot_2018-03-28_at_10-38-31_inline.png[/img]
Are picklists on the roadmap for available Relationship fields? Currently, the UI only shows field types of: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180327-50073-15op25s-Screen_Shot_2018-03-27_at_12-35-14_PM_inline.png[/img] This makes Dashboard filters cumbersome by requiring users to know what the text could contain instead of doing contains and select from a picklist field. An SFDC Admin [i]could go into the SFDC Relationship Object and create a picklist field there, but I'm not sure how that would reflect on the GS side. Any ideas how to get a picklist option in the near term? Thanks! Tim
Hi there, I seem to be having a weird issue where [i]the help text which appears under the slider when setting a health score is only appearing for the high range - medium and low range are not displaying the help text I have set. Wondering if this is a known bug or (more likely) there's something obvious I've missed. Thanks, Alex
I didn't see another post mentioning this so I am not sure if this is a common bug or just affecting our environment. I noticed that if the Scrolling feature is active on the C360 that it causes the Success Plan section to shrink and not display any of the information. But as soon as I deactivate the scrolling, then the success plan reverts back to normal. I am using the Google Chrome web browser. I tried deleting cookies and cached items and that didn't fix it either. Only thing that corrects it is to deactivate the scroll. I thought I would mention this in case it wasn't brought up already! Thanks! Screenshot is below. Basically the details under the "Plan Info", "Objectives", etc do not appear and the window gets sized down so small that you can't even scroll through the details of the plan. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180312-6375-1hww1at-SuccessPlan_inline.jpg[/img]
My understanding is that there currently isn't a way to see the status of the tasks that sit under the objectives in Success Plans. Is there a way to add that level of visibility? It would really help with adoption of Success Plans in our org to be able to see the status without having to click into the task's details. [img]https://d2r1vs3d9006ap.cloudfront.net/s3_images/1712144/RackMultipart20180306-62909-1i2s6jv-Screen_Shot_2018-03-06_at_5.27.22_PM_inline.png?1520375366[/img]
It would be nice to have different categories for tags on the C360. Like one category for at risk tags, one for integration tags (for example - we want to track every product our customer integrates us into) but we want this in a separate pick list from other at risk tags we have.
I see that the Company object has a "Current Score" and "Previous Score", but I am not gathering how those actually get populated. I am also seeing a discrepency with some accounts who I know have changed and I know the current/historical values. Any guidance on this would be awesome! How do others monitor change in score?
[b]Use Case:[/b] - Given the way that we have CSM to Account relationships setup, our Gainsight implementation is R360 focused. C360 (account level) is not currently viable for our CSMs. [b]Current Process:[/b] - The global search is great, but the user needs to click on the drop-down and then select "relationship contains" filter. [b]Request:[/b] - It would be great to configure what the default global search parameter is. For us, the default for all users would be "relationship contains".
We have fields that are not locked fields on the account like Decision Maker Relationship which can be edited by all CSM's in Salesforce. But when I pull it into C360, it become locked and unable to edit. Is there a way I can fix this? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180223-62972-1fwkywm-Screen_Shot_2018-02-22_at_6-07-00_PM_inline.png[/img]
We have implemented Relationships and have built measures and scorecards for our products. I'm trying to determine how we use these relationship scores to rollup to the Customer Health. Our customer health is going to be a combination of the Relationship score(s) and a few customer specific measures. I looked at the "Scorecard Fact" object from Native Data, but that looks to only contain Customer scorecard Metrics. Is there an object that contains Relationship scorecard metrics?[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170928-37418-a58mth-Rule_inline.png[/img]
I was reading through the "[url=https://support.gainsight.com/Product_Documentation/Scorecards/Admin_Configuration/Configure_Account_Scorecard_History]Configure Account Scorecard History[/url]" GainsightGo article and I had couple questions. [list] [*]How can I see if my snapshot will be every week or month? [*]Where is this stored in the usage? [*]Is there a configuration connection step in SFDC that I was supposed to perform? [/list]That article lead to another GainsightGo article, "[url=https://support.gainsight.com/Product_Documentation/Scorecards/Admin_Configuration/Configure_Account_Scorecards]Configure Account Scorecards[/url]". Under the Validity Period Example header, there's a snapshot of a group of scorecard measures. The snapshot shows a color for each of the measures and each color is accompanied with a score (#) and an arrow indicating if it's up or down from last time. Is there a way I can enable the score (#)? I have the color and the arrow, but no score (#).
We have a customer activity created for our CSMs to track customer's production roll-out activities. In this activity, among other fields, we have the start date (leveraging the Activity Date field which already enables you to enter date and time) and then we created another field called "Roll-Out End Day" that will be used to document when the change window finishes (date and time). The problem is that for the end day field (the one we created) we can enter a date but wehn trying to enter time (hh:mm am/pm) we get an error. If we remove the time it saves it but we couldn't set the time. On the reports it shows as a day plus time (which I think it is assigned automatically based on the time at which the activity was created. Any ideas if this is currently supported and if so, what time format is expecting in the date field?
We are trying to have a number field with decimals as widget in summary section of CS360. When we have as Widget, it is just showing number without decimal part. Can't we have decimals in summary widgets? If so, are there any plans to have this ability in near future?
We have accounts where information is only updated on a monthly basis. This makes the scorecard 2.0 trend look odd with blanks each month except for the first trend data point of each month. Can there be a way to set the frequency that the trend snapshots is set?
By design the Gantt Charts will display for all tasks and objectives. Then when you expand and condense the objective "Gantt Chart" will disappear for that objective tasks which we know. The customer that brought this to our attention would like for when you condense the objective that the "green line" also get condensed. I do agree with the user as if you condense something, related content should respond also. Image attached is the condensed view [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20171215-108154-1n4aalz-Snip20171215_24_inline.png[/img]
Hello Team, When I upload HTML in a rich text field type it is truncating some tags. For example: The column in CSV contains: "<a href=""[url=http://www.google.com%22%22/]www.google.com""[/url]; target=""_blank"">Click to open chat</a> When uploaded to gainsight it truncates the target tag and leaves it with the href tag. Regards, Jahnavi
Does the Shared C360 support date formatting? I have added two date fields to the Shared C360 view, but the two fields are fomatted two different ways: One field is formatted yyyy-mm-dd Another field is formatted mm/dd/yyyy They are the very same fields I have added to my 'in-platform' C360 where both fields follow my desired mm/dd/yyyy format. I have not located a way to control the formatting of the date.
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