Replies posted by mbennett

9 Replies

kleasure
Shoshin
kleasureShoshin

Ability to merge contacts within one account?Released

I am very interested in this as our org has a duplicate contact issue. If you have a beta group for this I would like to be considered.

21
Shilpa Gumnur
10 months ago
T
Gainsight Employee: Shoshin
tgaddeGainsight Employee: Shoshin

Email Should be triggered when a Company Merge request gets ABORTEDNew Idea

Yes this would be great because sometimes the merge process takes many hours to complete and we move on to do other things. I will likely forget to go back and check the logs to see if the merge was successful or not. And then trying to remember which accounts I was trying to merge initially is very difficult. The failure does not give me the option to “try again” and it remember which accounts and which settings. Therefore an email notice as soon as it fails would be wonderful. Thanks.

1
M
Shoshin
1 year ago
diana_luo
diana_luoRegistered User

Editing an existing CTA to be recurringOpen

Yes I would like to edit an already existing CTA type to make “recurring” available to my CSM. 

8
M
Shoshin
1 year ago
sdrostgainsightcom
sdrostgainsightcomGainsight Community Manager
posted in Meetings & Office Hours

US Admin Office Hours (Tuesday session) - 11/16/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Yes I think my values are too low. Are your values more of the industry standard that you would recommend? If so I will change all of mine for all 3 scorecards.  

15
anthonysabato
Veteran Rookie
2 years ago
sdrostgainsightcom
sdrostgainsightcomGainsight Community Manager
posted in Meetings & Office Hours

US Admin Office Hours (Tuesday session) - 11/16/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Sorry I jumped in at the last minute during the call. I am seeing Overall Score cards being GREEN when the Adoption Measure (which is 60% of the score) is clearly Red or yellow. I don’t think my Overall Scores are updating properly. 

15
anthonysabato
Veteran Rookie
2 years ago
sdrostgainsightcom
sdrostgainsightcomGainsight Community Manager
posted in Meetings & Office Hours

US Admin Office Hours (Tuesday session) - 11/16/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

I am having challenges with Overall health Score. 

15
anthonysabato
Veteran Rookie
2 years ago
sdrostgainsightcom
sdrostgainsightcomGainsight Community Manager
posted in Meetings & Office Hours

US Admin Office Hours (Tuesday session) - 11/02/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Struggling with rule engine for Usage Score to populate Health Score Card - seems to summarize usage for about 30 companies and then stops.  Gainsight Assist In Outlook:when sending to Timeline from Outlook Sent Folder, must tag correct account but very limited data available, not finding contact by email address. can’t seem to tag multiple people to timeline if using BCC. 

7
L
Shoshin
2 years ago
sdrostgainsightcom
sdrostgainsightcomGainsight Community Manager
posted in Meetings & Office Hours

US Admin Office Hours (Thursday session) - 10/28/21 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

I need help withremoving 211 records from the “Unified Scorecard Fact - Company” table. They were created using a scorecard that no longer applies to those accounts and they are throwing off my number of Red Accounts. I can’t seem to be able to do this in Data Management or Data Operations.  Best practices for updating Scorecard Measures as some data will change daily while other data sets will update only Monthly. Customer 360  - Search Companies - Is there a way to limit (filter) the accounts that will result in the list? For example automatically filtering out Churned accounts. 

6
jeremy_johnston
Team Captain
2 years ago
katerina_nemcova
Team Captain
katerina_nemcovaTeam Captain
asked in 360 Company & Relationships

Customer/Relationship Search box - account name

We have many accounts with the same name but different addresses. We use a field called Site (which is a concatination of the State and address field) to distinguish the different accounts. So my show fields are :Account, Site, Status.The problem is when I search on the account name the list does not appear to be sort correctly by Account Name, but I would also like a sort also on Site so that the CSM could more easily find an account in alpha order by Account/Site.   Is there a way to designate a sorting on the list? See picture for example of the problem we are having.  

6
M
Shoshin
2 years ago

Register for Pulse Europe 2023

Terms & ConditionsCookie settings