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darkknight
darkknight
Expert ⭐️
July 23, 2015

C360: Google Drive integration for CSMs to store customer documentation

  • July 23, 2015
  • 6 replies
  • 186 views
At Red Hat we use Google Docs folders for collaborative customer-related documentation.  If we had the ability to access a shared folder directly from within the C360 tool that would be huge for us.

      6 replies

      darkknight
      darkknightAuthor
      Expert ⭐️
      August 21, 2015
      This would need to be customizable...so a CSM creates a Google Docs folder to capture files that pertain to that particular customer.  It would be a unique URL for each customer 360 page.

      What I need is a card on the C360 page which will allow me to enter a unique URL that will provide access to that specific customer folder.
      Jeff Kirkpatrick
        farhat_mirza
        Gainsight Employee ⭐️
        farhat_mirza
        Gainsight Employee ⭐️
        August 25, 2015
        Currently Customer 360 page is not having a functionality to edit any custom attributes of Customer or  Account .But if the attribute is already populated with URL those attributes can be shown in either Summary or Account Attributes sections of C360 page.
        sidhu
        Gainsight Employee ⭐️
        sidhu
        Gainsight Employee ⭐️
        October 23, 2015
        I see that you have also requested for similar integration for Success Snapshots. We will review the possibilities with Google Drive integration.

        We are able to integrate with Box to show folders specific to a customer via our embed page feature in C360. I am not sure if we can achieve similar integration with Google Drive folders.

        Now that we have added editing capabilities to attributes in C360, you should be able to create custom field on either customer info or account object to store this url and then set/access it from C360.
         
        W
        wmurthy
        Contributor ⭐️⭐️⭐️
        April 29, 2020

        I also need the ability of Account specific information in the form of URLs in the  Customer 360 page

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        April 30, 2020

        @wmurthy could you please add few more lines for better understanding.

        W
        wmurthy
        Contributor ⭐️⭐️⭐️
        May 1, 2020

        See our CSMs like to keep information like this in the Accounts 360 page. They currently store information such as the ones below specific to each Account.

        • Customer URL
        • Zendesk URL
        • Org Chart URL 
        • GDrive Location
        • Slack URL

        These are currently stored as Comments.  Unfortunately the Comments field does not recognize URLs I am told. 

        My ask is if there's any easy way to store these as URLs/Links.

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