GS Home filter criteria

  • 28 October 2021
  • 3 replies
  • 26 views

Userlevel 1
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  • Gainsight Employee: Rookie
  • 8 replies

Hi Team,

 

A suggestion from a customer is to include the locking ability for the filters used in the GS Home. Currently we are using the GS Home, and allowing the CSMs to customize the filters based on their preferences. Is it possible to do so? Otherwise, customer says this will cause a compliance issue within their organization.

 

Thanks,

Kiran D

L1 Support

rakesh 9 months ago

Hi @linneako and @kdamera 

 

We initially shipped locked filters in other areas of Gainsight before we had data permissions. 

Otherwise, customer says this will cause a compliance issue within their organization

based on this being editable this gives end users the ability to report on any category within home

From what I understand, the usecases here are more of a data permissions usecases than a filter capability ones. Data permissions is the only guaranteed way to make sure a Gainsight user does not see the data they are not supposed to see. 

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3 replies

Userlevel 2
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Really looking for the ability to lock filters for CSMs to their book of business - based on this being editable this gives end users the ability to report on any category within home.  

 

Userlevel 5
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Hey @kdamera and  @linneako, thank you for posting on Community. Seems like a great idea, however the PMs have to check the feasibility of this enhancement on their roadmap and get back to you.

Userlevel 6
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Hi @linneako and @kdamera 

 

We initially shipped locked filters in other areas of Gainsight before we had data permissions. 

Otherwise, customer says this will cause a compliance issue within their organization

based on this being editable this gives end users the ability to report on any category within home

From what I understand, the usecases here are more of a data permissions usecases than a filter capability ones. Data permissions is the only guaranteed way to make sure a Gainsight user does not see the data they are not supposed to see. 

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