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.
- 404 Posts
- 1,308 Replies
We got an ask from Cody Nichols (CommVault Systems, Inc.). They want to put a filter on the "Person" within the C360 view on an attribute of Active (true or false) however they don't see any options to filter the person as a default view for their end users.
We are creating 4 different Shared 360 layouts for various internal stakeholders at our organization. I wanted to include Account Hierarchy in these layouts but it doesn't seem possible (this is not available in the list of sections to choose from - currently there is only Summary, Attributes, Related List, and Relationships). Will this section be added to the Shared 360 layout in the near future? Thanks! Kate
Hi All, One of my users found some odd behavior in C360- Scorecards 2.0. When trying to refresh a score by clicking the "! Previous Score..." blue text on the metric, a pop-up appears with a message. At the bottom of the pop-up is blue link text that says "refresh score." If you try to move your mouse to click it, the box disappears. I'm able to replicate this and it happens in Safari (we didn't test other browsers). We know you can update the score by clicking the color and then "refresh," but since this confused by users, I figured I'd flag it. See video below. Thanks! [url=https://drive.google.com/file/d/1BprIglzPzMZ5HcwyfK24XSF4Vof28A82/view?usp=sharing]https://drive.google.com/file/d/1BprIglzPzMZ5HcwyfK24XSF4Vof28A82/view?usp=sharing[/url]
Is there any progress on the accuracy of Sponsor Tracking? We are new to Gainsight but are getting a poor response rate to Sponsortracking. This was a very attractive feature that influenced our buying here. So any and all updates will greatly be appreciated for our team. Thanks!
When creating a dataspace using the Milestone object, I see 3 date fields: [list=1] [*]Milestone Created Date [*]Date [*]Created Date[/list][img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Screen%20Shot%202018-11-02%20at%202-13-cfe0be2e-c405-4d7f-a30a-e985f40d9544-549089647.png[/img] What is the difference between these three fields?
Hi, I'm Jasmine and I downloaded a few reports from Gainsight Vault that I'd like to add to a dashboard. However, the fields "Current Score Label" "Current Score Name" and "Current Score Value" in the "Count of Accounts by Health Score by CSM" report are blank. I am unsure if I need to re-configure my scorecard or build this report in a different way in order for the current score fields to populate. Thank you in advance, Jasmine
Does anyone else notice that when you visit the Customer Success 360 page for a certain account, that it jumps or scrolls to certain sections on the page regardless of where you click into? It's happening where it also returns to a certain widget halfway down the page when I'm trying to see other widgets instead...
When going to the C360 and manually adding a relationship, the name field only allows for you to put in 40 characters max. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/unnamed1-26f7b282-c5f2-4a9f-bb16-53fc63ca22a4-1796555436.png[/img] For example, we've tried to add one with a name of REFERENCE ADM Project and Portfolio Management. But you'll see that it cuts off the last 6 characters because of the max in the UI. When inserting these from data loader, it allows longer because the length of the Name field is standard length of 80 characters. This really makes the manual relationship add unusable when you have long names, so hopefully we are able to resolve.
Hi, Quick question. Can a sponsor tracking CTA be triggered from SFDC? For instance, if I have a the Active button on my contact checked, and they leave, and I uncheck that button, could that change trigger the CTA to fire? Or, is tracking through LinkedIn, the Gainsight database, and a manual change the only way to track Sponsor changes?
We use a Scorecard 2.0 dashboard for a monthly meeting to evaluate customer health and next steps. CSMs use the Sentiment measure to record comments about the current situation and then we use the Watch List Next Steps metric/comments to record the next steps. Recently, I have noticed a [b]LOT[/b] of errors when trying to update or simply view metric comments (i.e. complete deletion, reverting to old comments, or pulling comments from other accounts and columns, not sorting correctly). We use these comment fields to update related SFDC fields to flag to exec so it can be really frustrating to backfill when stuff is deleted or messed up. To prevent this, I find myself having to constantly copy and paste to make sure we don't lose old notes. Is this a known issue?
HI GS Fam Looking into the potential rollout of Sponsor Tracking on the C and R260 level. Does anyone have any success stories with Sponsor Tracking? Anything that has worked and has not worked? Things to keep in mind? Does it add value to a CSM’s day to day? best practices y’all concocted? :) Thanks! Andor
Is there a way to add SFDC fields to a new section in the C360? As far as I can tell, adding fields to the Attributes section is the only way to do this, but it would be great if we could create a new section so we can add other fields that are relative to the customer that CSMs can check/update while on the C360 page.
I want to Provision some internal employees with Viewer Licenses in Gainsight. These people do not work in Customer Success. I want to created a 360 View for them that is different from the view available to CSM's. Currently anyone with Gainsight Access can see all account information in C360. To prevent misinformation, or information overload, I only want to show what we choose to share. Can this be done?
Hello All, I'm seeking feedback and suggestions on how to make it easier to distinguish between multiple accounts in Gainsight that have the same name. We have multiple accounts which are not duplicates, but share the same name 'George P Johnson' or 'George P. Johnson'. They exist in Salesforce and Gainsight in a 1to1 relation. Each is covered by a different CSM, and the CSMs would like to be able to distinguish which 'George P Johnson' account is their when the do a Customer search in GS. As it stands, when they search by name they get the multiple matching results with no way to know which they cover. Merging the accounts in SFDC isn't an option, they exist for valid business reasons. Any ideas? Thanks! JJ [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/20190816_105330-376df3b2-c5be-454c-9064-d59781ee0f10-1842649601.png[/img]
[Enhancement]Filed missing to migrate for the report created on Scorecard fact object(Scorecard 2.0)
The migration tool is not migrating all the fields on the Fact table reports to target org. Since the fields are not getting migrated, the user has to manually add it. Currently, this has been identified as a limitation but on user demand I am posting this request to get this addressed in our future releases. cr
Is the initial page load for C360 taking longer with the Nov release? I'm using Chrome & have scrolling turned off but it just seems in the last week (across multiple days & different times of day) that the initial load of the page is slower. Is there anyway that Timeline has negatively affected performance or if some other change has caused a slower load?
Hi Team Currently a customer has 2 scorecards for few accounts and looking to update the score card measures which is not selected in the C360 section. When they run the rule the rule is updating the accounts in which that score card is selected in C360 section and for remaining accounts it is not getting updated as those accounts doesn’t have that scorecard selected in the C360 section. Is there a way that customer can update the measure irrespective of which scorecard they have in C360 ?
Hello Gainsight community. For those of you who I haven’t met, I am Ciara Peter our head of Product Design. Something that’s top of mind for us right now is navigation. We’ve heard from many of you that our navigation can be difficult, but navigation can mean so many things. Here are a few areas that come to mind. Please let us know in the comments which of these are high priorities for you? Also please let me know if we missed something in this thread entirely. Please be candid! Thank you.Relevance of landing page and visible navigation options Interaction of the left navigation menu Ordering and hierarchy of the left navigation menu Ability to find a specific customer Jargon / feature names
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