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scott_renna
scott_renna
Contributor ⭐️⭐️⭐️⭐️
July 11, 2017

Gainsight Mobile - Display Relationships?

  • July 11, 2017
  • 6 replies
  • 74 views
Hello everyone, 

We are planning on rolling out Gainsight Mobile to our Sales team to help give them a view to any customer at any time. In reading this how-to, it looks like right now you can only display at the Account level.

https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Overview_o...

Has anyone tried Gainsight Mobile out and any idea how to get the Relationship to display?

Thanks,

Scott

      6 replies

      rajdeep_barman
      Gainsight Employee ⭐️
      rajdeep_barman
      Gainsight Employee ⭐️
      August 6, 2017
      Hi Scott,

      The mobile version of the application does not support Relationships as of now.
        jieno_benitez
        jieno_benitez
        Contributor ⭐️⭐️
        November 27, 2018
        This is a great feature to be included. Please put this in the road map.

          chris_mudd
          Gainsight Employee ⭐️
          chris_mudd
          Gainsight Employee ⭐️
          November 27, 2018
          Do we have any update on this idea? Is this currently in the roadmap for customers?

          reneehouse
          reneehouse
          Contributor ⭐️⭐️⭐️⭐️⭐️
          November 28, 2018
          This is a key feature in order to make it easy for our Customer Success organization to manage their customers within Gainsight. Everything we do is at the Relationship-level.

          Renee House
            casssapir
            casssapir
            Contributor ⭐️
            November 28, 2018
            Hi @Scott Renna. Great idea. This would be a prerequisite for broader adoption of Gainsight across our company.

            R
            rakesh_lingala
            Helper ⭐️⭐️⭐️
            September 3, 2020

            Hello Everyone!

            Happy to announce that your request has been considered and included as part of the v6.17 release (SFDC / NXT). With this release, the Gainsight Mobile app is now enhanced to search and access C360 and R360 pages. A new option called Search is available to search a Company or Relationship to access the respective C360 and R360 pages. 

            On the C/R360 page, you can see the following tabs:

            Details Tab: You can see the following sections in the Details tab, in the same order as configured in the Gainsight Web application:

            •     Summary
            •     Attributes
            •     Scorecards 2.0
            •     Company Intelligence (appears only in the C360 page and is not applicable to R360)
            •     Sponsor Tracking
            •     Relationships (appears only in the C360 page)
            •     Surveys 2.0

            Timeline Tab: C/R360 Timeline offers a complete view of all activities of a specific Company or Relationship. You can also create, edit, and delete the activities from the Timeline Tab, this functions the same way as that of the existing Global Timeline in mobile. A new Comments Tab is introduced to display all the comments related to that particular activity. The other activity details are shown in the Details Tab.

            This feature is implemented in both SFDC & NXT versions.

            Thanks for posting!

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