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.
- 411 Posts
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Hi there, we are trying to adopt Success Plan and it's nice to be able to add in read-only fields. However, the existing three native field. "Description", "Action Plan" "Company Highlights" are too limiting. I'd like to 1) be able to add in new text/ editable fields, such as Account structure, Issues from the past; 2) be able to rename the existing three fields, as we don't call it that way, or as long as I can create new text fields, then the ability to take the native ones off the view. All similar to the enhancement done to the CTA customizability. In fact, if the team can directly edit in Account plan of certain non-text field, that would be even better. One of such fields we want to be editable is the fiscal month of the clients. Currently, the CSMs would have to go back to account page, find the field, edit there. If this last bit of the request is difficult, please kindly suggest a workaround. Thanks.
Under the Customer Tab, there are four main metrics displayed; ARR, num of customers , MRR and Users. Is there a way to change what is displayed at the top, perhaps remove MRR since we only use ARR ? Or add a customer specific data item that can be summed up from all "my" accounts ?
I know i can pull this into the attributes but it does not allow you to edit and it also does not allow modification to the layout of the section. So I am looking for a way to pull some text based account level fields into the 360 view that will allow the CSM to see what is housed in the field but also edit if required. Any ideas on how to make this possible?
When entering comments in Scorecards the date does not change, the user has to click the numbers bar & hit the check mark before it updates
When entering comments in Scorecards the date does not change, it requires the user to click the numbers bar and hit the check mark before it closes, it would be great if the date was updated from the comments box too
I'm updating a support article on Sponsor Tracking and Elaine reports that, "[i]I think we need to acknowledge that some LinkedIn URLs cannot be found even after they are pasted...I believe that's because the contact does not have a "public Linkedin profile" but we should confirm with product that's the proper way to represent that in our documentation. I get the question all the time about the links not working even after you paste them directly from LinkedIn." Can someone from product confirm this is the reason some linkedin url's can't be pasted in?
We're excited to announce that our VP of Products, Karl Rumelhart, will host a Product Roadmap webinar on July 23rd, 2015. Karl will share his vision for our product, including exciting new product functionality and enhancements planned for the rest of the year. [url=https://attendee.gotowebinar.com/register/4883159104937345282]Please register[/url] to save your seat!
Currently, the Export dropdown menu at the top of the C360 does not show all of the available Success Snapshots for export. To get around this, I clicked 'done' on the SS that I wanted to be able to export (in Admin > Success Snapshots), and then it moved to the top of the export list on the C360.
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