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andrew_biehle
Gainsight Employee ⭐️
Gainsight Employee ⭐️
November 12, 2019

Relationship rollup to the R360.

  • November 12, 2019
  • 3 replies
  • 53 views

Posting on behalf of customer. Currently the R360 doesn’t support rollup of R360 information or account information. In the future it would be nice to have this ability if you’re looking to have information from the account or relationship at the R360 level for visibility.

  

    3 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    November 12, 2019

    Hi Andrew - if data from the Customer level was needed at the Relationship level, couldn’t you just add this record to the Relationship object and display it that way? Displaying Customer level data at the Relationship level without this custom field can create problems with permissions, as one of the use cases for Relationships involves allowing certain teams or partners to access the Relationship level data, but preventing them from seeing Customer level data.

    VP of Customer Success at Forcepoint
    Helper ⭐️
    April 29, 2020

    Hi @andrew_biehle, can you please elaborate? Providing few use-cases could be extremely helpful. 

    sai_ram
    Expert ⭐️⭐️
    May 15, 2020

    @andrew_biehle hope you are doing well! Did you get a chance to view comments posted by @muralikrishnagopu ?