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.

  • 458 Posts
  • 1,437 Replies

458 Posts

peter_robson
Gainsight Employee: Rookie
peter_robsonGainsight Employee: Rookie
posted in 360 Company & Relationships

Gainsight is offering free services to assist YOU with the C/R360 Horizon UI Upgrade

For those of you interested, the Gainsight Professional Services team is offering 3 hours of their TAM services for free to help guide you through the Horizon C/R360 UI Upgrade ... Who can participate in this offering?Any current customer who has not yet, or is currently in the process of, converting their C/R360 layouts to Horizon. Customers who don’t already have a TAM (you should already have been guided through this process, or will be). This offer is available on a first come first serve basis (prior to your automatic upgrade date) and is limited by our internal resource availability.IMPORTANT: Please be aware of your automatic upgrade date. This offering is only applicable prior to this date. Please reach out to your CSM for more information on your upgrade date or this offering. Note that this can be converted to a paid offering if you need more than 3 hours.

0
peter_robson
Gainsight Employee: Rookie
4 months ago
S
Gainsight Employee: Shoshin
SaitejaKGainsight Employee: Shoshin
asked in 360 Company & Relationships

Customer Journey widget

At the moment, manual milestone activities wont show color in the Customer journey widget. Can we consider this going forward?

0
S
Gainsight Employee: Shoshin
3 months ago
nrnkumar
Gainsight Employee: Shoshin
nrnkumarGainsight Employee: Shoshin
asked in 360 Company & Relationships

Implementation of gainsight widgets using AURA components or LWC components in Salesforce

Hello Team,As currently salesforce is planning to deprecate the VF page and migrate lightning Aura or LWC components in salesforce in the near future and no deadline is provided. Now Gainsight currently support only the VF page and components to embed the Gainsight widgets in salesforce. Please find the support article which is used to currently set up VF code in salesforce:https://support.gainsight.com/Gainsight_NXT/Team_View/Admin_Guides/Configure_Gainsight_NXT_Custom_Widgets Could you kindly let us if Gainsight has plans to incorporate Gainsight Widgets in Salesforce using Aura or LWC components? 

0
nrnkumar
Gainsight Employee: Shoshin
5 days ago
Brittney Wilson
Shoshin
Brittney WilsonShoshin
asked in 360 Company & Relationships

Success Snapshot

Hello, is there a way to create a success snapshot for a customers QBR that includes information on the C360 such a usage reports? I tried creating a snapshot but did not see any options to include usage information at the account/ user level from reports we have on our 360. Thanks! 

0
Brittney Wilson
Shoshin
4 months ago
marcos.beinder
Shoshin
marcos.beinderShoshin
asked in 360 Company & Relationships

Add a Person 360 View

Our users would like to be able to search for their people using Global search, however at the moment this is not configurable on Gainsight NXT and seems to have a dependency on a Person 360. Could we get an update on a Person 360 Beta or MVP?What are the current plans for this if any? Are there any timelines?On the whole we would like to have similar CRM capabilities as what is available to an end user in C/R360.

0
marcos.beinder
Shoshin
8 months ago
N
Shoshin
nburkeShoshin
asked in 360 Company & Relationships

Can we associate a person in C360 to the R360 with ease?

We have many C360 people who are are also people that should be shown in the R360.  It seems the only way to get a person from one to the other is to manually add them.  It would be nice if there was a way to go to the C360 and “associate” the user with more than one product that is in the R360.  We use Gainsight Assist for Gmail and it’s nice to send an email and have that app ask which account you want the timeline attached to-but it only triggers that notification if you have the people in the email associated with the R360 products.  Therefore, I would like to associate my people from C360 to R360 to have that Gainsight Assist functionality work consistenly.

0
N
Shoshin
2 months ago
W
Veteran Rookie
WayneVeteran Rookie
asked in 360 Company & Relationships

360 - Restrict Editing Low Volume Object (The entire Object not individual Fields)

I do not know when or understand why this change was made. Best guess someone was able to find was 5 months ago. Prior to this change in order to make records on a Low Volume object editable on a 360 you had to add the GSID of that Low Volume Object to a report. This gave the popup edit icon that allowed you to have end users edit records. Now, after some change, probably horizon change, the edit icon is always there. We have no control on if records should be edited or not. In this sreenshot you can see no GSID In this screenshot you can see the edit icons are there.  Do I understand why this was probably changed? Yes, obviously it makes reports look ugly/extra effort just to add the GSID to make something editable. However, by you guys no longer making the GSID a requirement and allowing every Low Volume Object report to have the edit buttons you have removed capabilities we had before this change. We as admins no longer have the ability to remove the end users ability to editing Low

0
W
Veteran Rookie
2 months ago
S
smorrisOPSRegistered User
asked in 360 Company & Relationships

Success Plan: Update of due date to affect dependent tasks

As the title states and related to a previous question posted here, is it not possible to have a Success Plan due date affect the dependent tasks and objectives? The function should work in the same way as changes to the due dates of parent CTAs affect the child objectives/tasks.

0
S
7 months ago

Register for Pulse Europe 2023

Terms & ConditionsCookie settings