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.
- 459 Posts
- 1,439 Replies
I’m wondering what the logic is for creating extra columns in company hierarchy to show roll-ups vs. just displaying an aggregate at the bottom/top of the column. I feel like it adds an unnecessary amount of additional clutter in the GUI. You essentially have two of the same columns where only the value on the parent company is different.
Hi everyone, We have created a custom object to list the customers who are under a specific type of contract. In the company 360, I would like to indicate with a boolean, whether or not this customer is under that specific type of contract. How can I modify the boolean based on the data imported in the custom object? In that custom object, I only have the start and end date. I’m looking at using something like “X is not empty then boolean ticked” Thank you!
Hi All - We are in the process of migrating from SFDC to NXT. We currently use the Features section in C360. The Features section is configured to be updated from Rules Engine, as well as, manually by the CSM.Without the Features section in NXT, what alternatives do you use?
My CSMs would like to associate a Timeline Activity created in a customer’s C360 with a CTA that was created in the customer’s R360. Since the Associated Records search won’t find the CTA created in R360, I suggested that for future CTAs, that they initially create them in C360 and not in R360 if they want to associate a Timeline Activity created in C360.
I have a customer who would like to be able to automatically assign Objectives within a Success Plan based on (in this instance) people who are listed as on-boarding contacts in the Plan Info section. The end goal would that instead of every objective being assigned to the plan owner, there could be objectives that would be set to “solutions architect” or “solutions consultant” and the names would be populated based on those fields from Plan Info.
Update: Just received further information that ALL reports on C360 can be affected by this issue. Refreshing the page can be a workaround, but you will need to continue to refresh as you toggle between pages, reports, filters, etc. Update: Users are also experiencing this on R360 pages as well We wanted to make our admin community aware of an issue that was found today within the product. Reports built off of Salesforce reports that are displayed on the C360 are not rendering correctly. Customers have reported unreadable reports, and the inability to decipher what the reports are due to text sizing issues. Please note that these are only for reports on C360 that are based off of Salesforce objects. Reports with Gainsight objects are NOT affected. Our Engineering team has been made aware of this issue and are currently working on a fix for this. Our hope is to push the fix within the next 24 hours. We will post updates on this issue as we get them.
How would you recommend we generate training certificates for our customers? With Healthcare, we hold trainings for our customers that must attend and complete prior to practice. Once completed and signed off, we are manually generating training certificates and would like to incorporate that into the 360 instead.Is there a way we can create a Snapshot with tokens (like Name, Date, and Training Class Name) but export as a PDF instead of PPT so we can send the branded certificate for each customer? Thanks!
Users running into formatting issues when copy/pasting from outside source such as Word or Outlook into the C360 Summary Comments section. The edit box doesn’t show any issues but when you save and view it there are large space gaps and formatting inconsistencies. Clicking the “remove formatting” button on the edit text ribbon doesn’t help either. Any suggestions for ways to ensure formatting stays how you input it?
Hello Team,Can we give an option to use "OR" condition in Associated objects on R360.Use case:There is an object in which similar data is distributed in 2 different fields(This is based on mapping in the program).To view the data, we tried using above 2 fields in Associated objects to fetch the data but by default the criteria is created as “AND” and there is no option to change it as “OR”.As a result, we are not able to see all the data in R360. Thanks & Regards,Srikanth
Is there an option to show hyperlinks to customer records in other systems from the C360 views? A few customers have asked for this ability. An example can be a link to Aria or an internal system. The hyperlinks already exist in the Account record in SFDC, but is there an option to also show them and make them clickable from the C360 page?
When a user attempts to change the value of a manual scorecard mesure we would like to force them to create a timeline entry to justify why the metric is changing. An error message should be thrown if the user tries to update the manual scorecard measure without any timeline entry. Is that possible somehow? Any ideas how this can be accomplished? Thanks & Regards, Leonel M.
GainSight Assist in Outlook used to allow me to add notes to the timeline in R360, but it has stopped functioning. Any suggestions? I’ve rebooted my pc, installed updates, uninstalled and reinstalled GainSight Assist, and I still am unable to log emails directly to R360. It worked a few days ago, but now it has stopped working.
Does anyone know how to change hard coded, embedded URL links within a Gainsight ellipsis? Is there a Workaround?
Does anyone know how to change hard coded, embedded URL links within a Gainsight ellipsis? Is there a Workaround?C360 ellipsis option “View Contact” needs URL to point to “Related Contacts” Object• Where do I go to Update the “URL link” under Customer 360 – “View Contacts” to be the URL for “View Related Contacts”?C360/Opportunities/”Preview” Opportunity• Where do I go to Update the “Preview” URL link under C360/Opportunities/ to Preview the updated Opportunities Layout that was created with Salesforce?
When filtering for a parent company, I want to return records associated directly with the parent company and the child companies. I think a field that is akin to coalesce(parent_company_id, company_id) could work, but I don’t see a way to create this in Gainsight Company object. For example, I have a parent company A with child companies B and C. If I am filtering for associated GS Opportunity records and filter for A, I’d want to return records for A, B and C.
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