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sai_ram
sai_ram
Expert ⭐️⭐️
March 13, 2018

Ability to download/upload information which will populate all fields within a Relationship Card

  • March 13, 2018
  • 1 reply
  • 30 views
Ability to download/upload information which will populate all fields within a Relationship Card (Can fill-out a pre-populated excel and upload it into Gainsight and have it populate corresponding fields, alternatively have the ability to download all fields and associated entered data into an excel template which can then be updated and re-uploaded, with the updated information being automatically entered into the associated fields). This would be for individual users.

      1 reply

      minh_phan
      minh_phan
      Gainsight Employee ⭐️⭐️
      May 1, 2018
      We are working to improve overall navigation between associated Relationships. Tentatively the header would only include the current Relationship Name along with the ability to move easily across associated Relationships or the associated Account/Company via a breadcrumb. In this process we will also make it easy to pick the company name that should be shown in the breadcrumb, Approximate target is end of 2018

      Plans:
      https://docs.google.com/presentation/d/1rUw191G8T7Tyiikx7Xp4qTpIF-SBVoVHt_xh68NBvyg/edit?usp=sharing
      Terms & ConditionsAccessibility statement