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elizabeth_adams_c593ee
elizabeth_adams_c593ee
Helper ⭐️⭐️⭐️
Apr 29, 2016 10:57 PM UTC

Export Filtered Power List

Our CSMs can go and view Power List results and use the filters to view their contacts. It would be really great if they could export a filtered list from the preview so they can easily check their contacts.

      4 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      May 2, 2016 6:54 PM UTC
      While there isn't an export option, you can send a test email with the power list. The test email will include a spreadsheet containing the list of contacts included in that power list. 
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      Lila Krutel, Dir. Global Education Services
      elizabeth_adams_c593ee
      elizabeth_adams_c593eeAuthor
      Helper ⭐️⭐️⭐️
      May 3, 2016 12:52 PM UTC
      Thanks for the response. I can run a test email, but my suggestion is more about enabling the CSMs to easily review and validate their contacts ad hoc. Since the list is dynamic, it would be best if the CSM could filter to their own contacts then export that list for easier viewing.
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      Elizabeth Panska
      rakesh_lingala
      Helper ⭐️⭐️⭐️
      Aug 21, 2019 11:24 AM UTC
      Hello Elizabeth!



      Happy to announce that your request has been considered and included as part of v6.5 release. You can find the relevant information in our Gainsight v6.5 Release Notes.



      Due to this enhancement, the 'Adding Participants to a Program' article is updated.



      Thanks for posting!

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      rakesh_lingala
      Helper ⭐️⭐️⭐️
      Aug 21, 2019 11:26 AM UTC
      Hello Elizabeth!



      Happy to announce that your request has been considered and included as part of v6.5 release. You can find the relevant information in our Gainsight v6.5 Release Notes.



      Due to this enhancement, the 'Adding Participants to a Program' article is updated.



      Thanks for posting!

      Translate
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