I know i can pull this into the attributes but it does not allow you to edit and it also does not allow modification to the layout of the section. So I am looking for a way to pull some text based account level fields into the 360 view that will allow the CSM to see what is housed in the field but also edit if required. Any ideas on how to make this possible?
Page 1 / 1
We need this too! Our AMs want access to the Account Notes field that is on the Account Page. Can it be added to a new section on the C360?
Kristin
Kristin
Currently we can only add Account attributes to CS 360 but we cannot edit. Ability to edit account attributes from within CS 360 is on our roadmap and will be added soon.
Kristin, the following link has details on adding field from account to CS 360 https://support.gainsight.com/hc/en-us/articles/205360077-C360-Configure-Attributes-Section
Kristin, the following link has details on adding field from account to CS 360 https://support.gainsight.com/hc/en-us/articles/205360077-C360-Configure-Attributes-Section
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.