- 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.
- The global search is
great, but the user needs to click on the drop-down and then select
"relationship contains" filter.
- It would be great to
configure what the default global search parameter is. For us, the default for
all users would be "relationship contains".
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Also, is your team using dashboard reports as a launching point for these Relationships? Relationship names are all hyperlinked and we recently released the Scorecard mass-edit view as well (has inline editable scores and comments for each Relationship in each row).
Update: Currently planned for the Winter (Feb) release.