NOTE NEW LINKS BELOW -- had to create a new session.
This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, January 17, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.
Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).
There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!
Conference Details (Zoom):
Tuesday, January 17, 2023 at 1pm PT / 2pm MT / 3pm CT / 4pm ET
Join Zoom Meeting:
Meeting ID: 975 6367 2477
For dial-in info by your location, find your local number:
Just posted the new thread for tomorrow’s session - can you copy your question over to that one so I don’t mess up and forget it? Thanks!
Have a question on a rule im working with to change a field (adding a user as a PSM to selected accounts), thanks!
Can we upload an excel/csv file in Gainsight to trigger a survey manually?
Is there a way to show the Customer Health Scorecard visual in Success Snapshot?
I’d really appreciate your thoughts on how to best manage agency/broker contacts in Gainsight, given Gainsight’s person model.
I have a questions regarding reports drill downs, the columns would not save on my reports and not sure what the issue is. Also can we migrate the B360 layouts from UAT to Prod?
Also, I have one more question about a rule execution results.
I’m looking at turning on the Timeline Activity Sync for Tasks and I have a few questions as to what I should expect.