Edit field display name just for Gainsight
If a user has a "Customer Success Manager" user lookup field as well as a "Customer Success Manager Name" formula field on the Account object, we'll get two different "Customer Success Manager Name" field options when using report builder and rules engine.
Without actually adding the fields in and checking the data, we've got no way to determine which field is which, and can cause confusion when building rules/reports.
I'm wondering if there's anything on the road map to change the display name as it shows throughout Gainsight?
Currently we can change the name that a field displays as in report builder but it only impacts that single report.
What I'm envisioning is a similar change, but actually changes the way that the field is displayed any time Gainsight tried to fetch it.
Without actually adding the fields in and checking the data, we've got no way to determine which field is which, and can cause confusion when building rules/reports.
I'm wondering if there's anything on the road map to change the display name as it shows throughout Gainsight?
Currently we can change the name that a field displays as in report builder but it only impacts that single report.
What I'm envisioning is a similar change, but actually changes the way that the field is displayed any time Gainsight tried to fetch it.