I would like to open multiple customers in one go from a list of IDs. Rather than pasting each ID separately into the Gainsight Customer Search bar, I would like to find a way to do this quicker. Any suggestions?
Is there a way to open multiple customers at once by Salesforce ID?
A
Userlevel 7
+2
HI Orion,
Does your list change often or is it the same list of customers each time?
Does your list change often or is it the same list of customers each time?
A
It changes often. I will essentially work with customers that I've never touched in order to quickly resolve some issues that they've been experiencing.
Userlevel 7
+2
Got it. Because if it was a similar list of customers, you could create a dashboard with those customers listed and then just quickly <ctrl>click each one to open each C360 in a new tab.
But if your list varies each time, then a workflow that might makes sense, if I were to be faced with that problem, would be to open a tab with the first customer C360 page and then when I'm done with that tab, just use the customer search at the top of the page to open a new tab and move on to the next one, then at the end of the process just close out those tabs in reverse order.
But if your list varies each time, then a workflow that might makes sense, if I were to be faced with that problem, would be to open a tab with the first customer C360 page and then when I'm done with that tab, just use the customer search at the top of the page to open a new tab and move on to the next one, then at the end of the process just close out those tabs in reverse order.
A
That makes sense. I was planning on doing it that way, but was wondering if there were any more efficient manner of doing so.
Thanks for your time!
Thanks for your time!
Reply
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.