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My Portfolio Requests

  • September 20, 2022
  • 1 reply
  • 16 views

jessicatang
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Currently our My Portfolio view is based on the Relationship. We would like for the columns added to be automatically filtered alphabetically (such as Company Name). 

We also have two Boolean fields added that are displaying as “True” versus a checkbox. 

1 reply

  • Contributor ⭐️⭐️
  • November 8, 2022

Because there are two schools of thought around whether or not boolean fields should be displayed as checkboxes or not and since Gainsight has gone back and forth several times over the years, why not let the customer decide how they want this done for their own environment?  Give us the option to have them displayed either as checkboxes or a lov in the Administration→ General area or someplace similar.