A late post after Gainsight’s recharge day yesterday, but this thread is for today’s Tuesday Admin Office Hours session on Tuesday, November 15, 2022 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, November 15, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET
Join Zoom Meeting:
Meeting ID: 965 1925 0125
For dial-in info by your location, find your local number:
Are there any work arounds to included a timestamp on a field update - we want to know when the last time a field on the attributes page was manually updated
I would like some information on how to show Milestones on a graph a C360 report.
Hi Scott - I would like to review a Rule I built to trigger a CTA off of an Activity Type.
I’m trying to build a JO Program to send an email to a set of users when a certain survey response comes in. I’m having trouble with the mapping and would appreciate your input.
Hey Scott - I am curious if there is a way to auto close CTAs when all the tasks are closed.
Is there a setting for this?
A user of mine who is a super admin is unable to send a Survey. I do the same exact steps and I am able to do it, but when she does it, it gives her an error saying expired. deleted, or don’t have permission. I checked the survey and she has all the permissions granted and I am able to send the survey so it is obviously not expired or deleted…
Where can I find the data fields that sync to the C360? I am having trouble reconfiguring the Summary section in the C360 and I sent a support ticket.
@sdrostgainsightcom, should I try the “real time sync” option for the “Next Contract Effective Date” field within connector 2.0?