C360 banner customization
None
My company uses a customer identifier called context ID in addition to a client name. This is not a 1:1 mapping, as some clients have multiple context IDs. We want to include the client ID to the banner at the top of the C-360 so the CSM can easily identify who they are working with.
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I'd like to understand your use case a little bit more - in an instance where a client name had multiple context IDs, which context ID would you want to appear at the top of the page?
Also, have you considered whether or not your use case is a fit for Gainsight Relationships? https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Overview/Relationshi...
Is a unique customer = client name + context ID
or
is a unique customer = context ID
or
other?