Question

Gainsight Assist - Filter Contacts

  • 18 February 2022
  • 0 replies
  • 6 views

 

I’d like to know if there is a way in Gainsight Assist  be able to identify parent vs. child records and when multiple records exist with the same name under parent and child. 

When documenting to the timeline via Gainsight assist  CSMs can't identify which record is the parent and which one is the child, if both records have the same name. 

I was wondering if there is a way to filter parent and child records, so that when the CSM documents to the Timeline via Gainsight Assist they are assured to be logging under the correct record.

Would anyone know if this is possible, or has a similar experience? 

 

Cheers, 

Ana 


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