The idea is to enable a user to add a brief (3/4 line) status of a client which can be specifically used for reporting purposes. In the Summary view under Relationship 360 provide the following:
Status Summary [FREE TEXT BOX]
e.g. Status Summary [Customer is planning to deploy a new customer in Dec. To provide quotes for additional services.]
The existing Comments free text field should still be used for general information and I actively use it for info not yet available on our existing deployment.
Other requirements
1. Be able to export the Summary field details for a specific customer or all assigned customers
2. Be able to select the fields to be exported e.g. Client Name, Status Summary and Comments
Be the first to reply!
Reply
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.