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Is there a way to update company information via a list view (similar to SFDC)?

  • 20 May 2020
  • 4 replies
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Userlevel 5
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I was wondering if it’s possible to provide a report to CSM’s where they can update attribute fields from within that view rather than going to each 360 individually? 
 

This is doable via SF using a list view, e.g;

 

 

And I know we can do this for healthscores currently. 

 

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Best answer by muralikrishnagopu 27 July 2020, 15:02

Hello @HollySimmons, @jean.nairon and @john_apple, we are working on providing a Companies widget where you’d be able to edit company attributes inline within the widget itself. You don’t have to navigate to individual C360s to make these changes. You can incorporate this widget in dashboards. This is in our near term roadmap. Please stay tuned for more updates.

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Userlevel 7
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I don’t believe there is an easy way to do this. Custom Low Volume Objects can be edited from a Related List (Report) section on a C360 but cannot be edited from Dashboards. Also, the Company object is not a Custom object so its data cannot be modified outside of Data Operations or Rules Engine.

Userlevel 7
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@HollySimmons  There’s an idea open for this. Please come vote for it. This would be an awesome feature!

 

https://community.gainsight.com/cs-ideas-21/allow-inline-editing-in-tabular-reports-3866

Userlevel 5
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Thanks @jean.nairon I’ve added my vote :)

Userlevel 4

Hello @HollySimmons, @jean.nairon and @john_apple, we are working on providing a Companies widget where you’d be able to edit company attributes inline within the widget itself. You don’t have to navigate to individual C360s to make these changes. You can incorporate this widget in dashboards. This is in our near term roadmap. Please stay tuned for more updates.

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