This thread is for the Admin Office Hours session for Thursday February 14, 2019. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.
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US Admin Office Hours - 2/14/19
Userlevel 7
+2
'm trying to create 1. a scorecard measure on user logins 2. a CTA that fires when users do not login in two weeks.
I'm having trouble doing a calculation on users logging in as a whole in relationship not just by the user
I'm having trouble doing a calculation on users logging in as a whole in relationship not just by the user
Hi @spencer - How can we add a Tag R360? According to the article: https://support.gainsight.com/Administration_and_Permissions/Setting_up_Gainsight_for_Salesforce_Administrators/Configuring_Customer_Tags, it suggests how to add tags on C360 but it's not clear as to how we can add tags on R360.
I look forward to hearing from you.
Thanks
Jivesh
I look forward to hearing from you.
Thanks
Jivesh
Userlevel 7
+2
Hi Jivesh - tags are currently not supported at the relationship level. There is a community post on this idea though: https://community.gainsight.com/conversations/customer-tags-at-the-relationship-level-5bc73e1ce4b04588aaf86dda
Hi @Spencer, Thanks for the clarification. Appreciate the quick response.
Can I request you to reach out to the documentation team to update the content of the KB Article: Configuring Customer Tags
from "This article will walk you through how to configure Tags for use in the Customers tab, C360 / R360, and in reports."
to "This article will walk you through how to configure Tags for use in the Customers tab, C360".
Cheers
Jivesh
Can I request you to reach out to the documentation team to update the content of the KB Article: Configuring Customer Tags
from "This article will walk you through how to configure Tags for use in the Customers tab, C360 /
to "This article will walk you through how to configure Tags for use in the Customers tab, C360".
Cheers
Jivesh
Userlevel 2
+5
Hey Spencer,
I'm trying to configure the Mobile App. I'd like to walk through my C360 layout with you to see if I'm missing something. I can't get my attributes section to show up on the app and I would like to remove the cases section. Thanks in advance.
This was the article I followed when setting it up. https://support.gainsight.com/Administration_and_Permissions/General_Administration/Enable_and_Configure_Gainsight_Mobile
I'm trying to configure the Mobile App. I'd like to walk through my C360 layout with you to see if I'm missing something. I can't get my attributes section to show up on the app and I would like to remove the cases section. Thanks in advance.
This was the article I followed when setting it up. https://support.gainsight.com/Administration_and_Permissions/General_Administration/Enable_and_Configure_Gainsight_Mobile
Userlevel 7
+2
Absolutely, thanks for calling that out.
Userlevel 2
+5
if there is time I'd also like to discus show you can export a single score card. We'd like to use the C360 scorecard in executive reviews.
How do we populate/utilize the SFDC ID field in dropdown lists?
Userlevel 7
+2
Hi Dale - I'm going to follow up with our product team about this. Thanks for joining today.
Reply
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