Skip to main content
Gainsight Employee ⭐️
rbush
Gainsight Employee ⭐️
October 29, 2020

Ability for Sally to fetch info based on custom fields

To expand on how Sally fetches information to allow her to fetch based on custom fields rather than just restricted to Company / Relationship name 

    4 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    November 2, 2020

    To expand on how Sally fetches information to allow her to fetch based on custom fields rather than just restricted to Company / Relationship name 

    @rbush Thanks for your feedback! 

    What kind of information do you wish to see using the custom fields? Could you please add your use-case for better understanding. 

    Translate
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    December 1, 2020

    @rbush Did you get a chance to see the comments, need more inputs!!

    Translate
    Gainsight Employee ⭐️
    rbushAuthor
    Gainsight Employee ⭐️
    December 1, 2020

    Hi Sai!

    Apologies for the delay here.

    This would be instead of <account name> to be able to query by a custom field i.e. <account ID>.

    For example, I have a customer where all of their customers are identified by a Unique ID in their product, which they have added in GS as a custom field in the customer attribute section. Therefore when looking at data they have the customer ID available and would like Sally to give them the account name. So asking Sally ‘ what is the account name for ID xyz’  

    Translate
      rahul_prayakarao
      rahul_prayakarao
      Helper ⭐️⭐️
      December 22, 2020

      Hi @rbush, currently Sally does not have the capability to query a custom field. More upvotes on this will help us add it to our roadmap.

      Translate
        Terms & ConditionsAccessibility statement