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tom_gerth
tom_gerth
Gainsight Employee ⭐️⭐️
March 5, 2018

Sticky Account/Relationship selection

  • March 5, 2018
  • 4 replies
  • 46 views
Currently when a customer goes to Playbooks/Success Plan it defaults to show the "Account Level" selections.

When customers that work 100% on the Relationship level encounter this, they run a risk of potentially setting up new configuration at the wrong level and then have no way to move it over, resulting in a doubled workload.

Is there any future plan to make this selection sticky?

THanks!

      4 replies

      tom_gerth
      tom_gerthAuthor
      Gainsight Employee ⭐️⭐️
      March 5, 2018
      To add, this really applies to ANYWHERE in Gainsight where we have this option!
      Enterprise Support Manager, Gainsight
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      March 7, 2018
      Hi Tom, Do you mean to say that we should have state preservation in Success plans configuration page and Playbooks landing page. 
      tom_gerth
      tom_gerthAuthor
      Gainsight Employee ⭐️⭐️
      March 7, 2018
      Hey SaiRam, yes that's more or less what we're hoping for in the short term, but overall it would be great to have state preservation anywhere that you have to select either "Account" or "Relationship" configurations.

      Thanks!
      Enterprise Support Manager, Gainsight
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      March 9, 2018
      @Tom, That's a valuable suggestion. Thanks for bringing this up!
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