Need a way to delete Inactive customers from Gainsight with a Rule
CS Rules & Permissions
I would like to be able to delete customers from Gainsight that have changed from Active to Inactive status in Salesforce. Ideally I'd be able to do this with a Rule, but support has advised me that is not currently possible. The two manual options they provided are (1) to delete them manually (I filtered the Customers page on status, chose the Inactive ones, and had to delete one by one using the trash can icon; obviously I'll need to repeat this daily or weekly or monthly), or (2) to create filters to filter them out (which seems less safe to me in case a filter gets missed, then the total on the Customers page won't equal totals on dashboards). It would be great to do this nightly with a Rule. Thank you!
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When a customer moves to "Inactive", is there no possibility of them becoming active again? I'm wondering why you would want to delete them and lose the data around the account.
We use inactive and churned customer data to be able to compare others to to know what similarities they have to hopefully keep other customers from churning.
Thanks!
Is there an update on this from Gainsight. We append the user with Inactive to differentiate between Active and Inactive but we see all users either Active and Inactive show when we search for them in dashboard and that does not provide a good user experience and there is no need to show the Inactive ones. They do seem greyed out but users are still able to select those