We would like the ability to display individual health scores on a UI View of Customers. Currently the overall Health Score from the Customer object can be included. We would also like to display the AM Assessment on a list of customers. This would give the AM visibility to their current assessment and would identify Customers they need to update.
thanks
Kristin
UI Views support individual health scores
None
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https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Creat...
Thanks for sending the link. We have those scorecard views setup as Dashboards. What we would prefer to do is add the AM Assessment score component to a Customer list view on the Customer Tab. I did a mocked up screen capture to help clarify.
I am guessing it is not possible to add the AM Assessment column to a Customer List view because the field is on a different object.
thanks
Kristin
We'll have to write a rule to push that score to a field at the CustomerInfo/Account level. Only then would it be possible to add it to the Customers tab view like you have mocked up.
Thanks,
Manu
People (CSMs) really like the tabular form of the Scorecard, but right now its harder to find and use in a Dashboard (Gainsight tab). We would get much more adoption, if the Scorecard could be shown under the Customer Tab.