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Account Hierarchy

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Photo of Sagan Sherlin
Help. Is it possible to roll up Timeline Activites from the Child Account to appear on the Parent Account?
Hi!  So we have items that happen on the child account - but we also want to roll up to the parent account, as a summary (if you will).  ...
  • 2 me toos
  • 2 replies
  • Question
Photo of Trevor Shand
I'd like to limit search results by account type
We have a hierarchy in our instance of Gainsight. I'd like to be able to limit the search to just the parent account rather than show all...
  • 2 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Tony Tao
Assign "Owner Field" in bionic rule from SFDC Account user lookup field - Call To Action
I'm running into issues where I cannot assign the CTA owner to the SFDC user contact from our Salesforce Account Object.  We currently h...
  • 1 me too
  • 3 replies
  • Question
Photo of Samantha Braastad
Provide an "Include data from all children" option at the relationship level.
We recently deployed relationships to our CSM's and are very pleased with the more focused view on their customers. The one 'gap' that' w...
  • 2 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Logan T
Account Hierarchy Rollup Granularity
Hey Teams! We have a customer use case that might make a great feature enhancement.  In Account Hierarchy's "Calculate and Snapshot Wee...
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration