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tyler_tew
Contributor ⭐️⭐️⭐️
March 4, 2020

Renewal Center - Improve ease of access to specific renewals

  • March 4, 2020
  • 3 replies
  • 147 views

It would be great if opportunities could be searched via the Gainsight search field or via a dedicated field in Renewal Center.

Background: Our Customer Renewal & Growth Manager has found that when she finds a renewal opportunity that she would like to update, she would prefer to do so via renewal center, rather than Salesforce to avoid the delay in syncing the changes.

Unfortunately, when this comes up, it usually means that she would have to change or remove the filters she had been using previously in order to find the opp in the forecast view and edit it.

    3 replies

    minh_phan
    minh_phan
    Gainsight Employee ⭐️⭐️
    March 4, 2020

    Makes a lot of sense as a part of our roadmap, but we have not started the work. At this time you can search on the forecast tab, but you would need to select the appropriate time period. You can also add the opportunity name field in the global filter.

      R
      rakesh_lingala
      Helper ⭐️⭐️⭐️
      December 3, 2020

      Hello Everyone!

      Happy to announce that your request has been considered and included as part of the v6.19 release (SFDC / NXT). With this release:

      • Renewal Center now honors Gainsight Data Permissions. With this enhancement, admins can restrict the read and write access that users have over specific opportunities. Click here for more information.
      • Executives, Customer Success Managers, and Renewal Managers use Renewal Center. Custom Views enable each of these users to see the information most relevant to them. Click here for more information.

      This feature is implemented in both SFDC & NXT versions.

      Thanks for posting!

        bradley
        bradley
        Expert ⭐️
        April 23, 2021

        Hello Everyone!

        Happy to announce that your request has been considered and included as part of the v6.19 release (SFDC / NXT). With this release:

        • Renewal Center now honors Gainsight Data Permissions. With this enhancement, admins can restrict the read and write access that users have over specific opportunities. Click here for more information.
        • Executives, Customer Success Managers, and Renewal Managers use Renewal Center. Custom Views enable each of these users to see the information most relevant to them. Click here for more information.

        This feature is implemented in both SFDC & NXT versions.

        Thanks for posting!

        @rakesh_lingala I’m confused on how either of those bullets addressed this post. What am I missing?

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