I'm posting this on behalf of a customer that has several accounts with the same name. Because of this, CSMs are not sure which account they are really selecting when they manually create a CTA.
The thought here is that we have a different section to pull from when assigning a CTA instead of just using CustomerInfo Name, as when you have several accounts with the same name, the drop down list when you search can be confusing.
Edit what picklist the Customer section looks at when creating a CTA
+5Enterprise Support Manager, Gainsight
This impacts us too. We do have a unique identified (in our case, customer number) but would want to see both name and number in picklist if possible to help distinguish between the multiple accounts).
Hi,
Thanks for the post. We will add better customer search capabilities in CTA creation form. ETA to be decided.
Thanks,
Nitisha
Thanks for the post. We will add better customer search capabilities in CTA creation form. ETA to be decided.
Thanks,
Nitisha
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.