Currently we have a doc where a certain layout can be assigned depending on the account attribute and user.
The Doc:
https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
It would be cool to have the same concept apply to R360 Layouts for a particular relationship type. For example, I have a relationship type called product, a relationship on that type can be in two stages, Onboarding and Implemented.
I want to see relevant layouts per given stage the relationship is in.
Sure, you can create relationship types, but its not scalable if user has to create new relationship rules to use the new types for a different product, just to get a different layout.
[Feature Request] Apply Custom 360 Layout Concept to R360 Section for A Relationship Type.
None
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Multiple Layouts for relationships are on its way. It has been planned for Spring release. . You can then have multiple layouts per relationship type.
The criteria can be built on Account, Relationship and User fields.
Here is a sneak peek ;)