This thread is for our upcoming Thursday Admin Office Hours session on Thursday, February 2, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm 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):
Thursday, February 2, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET
Join Zoom Meeting
Meeting ID: 932 1022 3297
For dial-in info by your location, find your local number:
I have 2 what I think are quick questions.
Wanted to take a look at a rule, confirming that the logic of it will work as I think it will.
I am trying to create a Rule to copy the Gainsight Field, “Account Go Live Date” from the Account Go Live Date Object and add it as a field within the Revenue Object
The new field, Account Go Live Date, from the Revenue Object will be used within Reports etc.
Source Object: a few fields within Accounts Go Live Date:
Source Object: a few fields within Revenue:
Created Rule: Admin Step 6: Pro Update Aggregate Account Go Live Date in Revenue Object
Di Hastings - Availity
Hey Scott - Need help with another rule to auto close old CTAs.
Also, wondering if it’s possible to configure Gainsight Sally to only show relevant data.
Can you manually change a person’s Email Opt Out from false to true?