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meenal_shukla
meenal_shukla
Gainsight Employee ⭐️⭐️
July 24, 2018

Way to identify different relationship types in the 360

  • July 24, 2018
  • 2 replies
  • 34 views
When you are at the customer 360 view, you can see all the Relationship cards in the Relationship section. Right now, there is no way to determine, which relationship type does each Relationship belong to? Can we create a capability to have different colors for different relationship types?

      2 replies

      pele
      pele
      Helper ⭐️⭐️⭐️
      July 24, 2018
      Color coded relationship cards would be super cool! 

      We have accounts in our instance with lots of relationships of varying types– a couple of things that are very helpful for our CSMs is:

      • Adding "Relationship Type" to the card view
      • Having CSMs use the list view when the card view is get to be busy with lots of relationships. 

      Nonetheless, I'd be all for custom colored cards per relationship type!! 
        jitin_mehndiratta
        jitin_mehndiratta
        Helper ⭐️⭐️⭐️
        March 11, 2019
        We now have Relationship Type filters on Relationship section of C360 in both Card and List Views. Does that help?

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