Skip to main content
meenal_shukla
meenal_shukla
Gainsight Employee ⭐️⭐️
Aug 9, 2019 9:43 PM UTC
Solved

Has anyone successfully brought in files section from Accounts to Gainsight

Use case is simple: Need to bring contract related info to the 360 level of Gs.

cc @emily_smith

Product team: can you also comment on what other route we can take?

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    Aug 13, 2019 2:13 PM UTC
    The two available options would be the Related List report section or the Embedded Page section. Both are described here: https://support.gainsight.com/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

    VP of Customer Success at Forcepoint
    View in thread

    3 replies

    meenal_shukla
    meenal_shuklaAuthor
    Gainsight Employee ⭐️⭐️
    Aug 13, 2019 1:51 PM UTC
    @dan_ahrens :-)

    Translate
    Outplay. Outwit. Outlast.
    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    Aug 13, 2019 2:13 PM UTC
    The two available options would be the Related List report section or the Embedded Page section. Both are described here: https://support.gainsight.com/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

    Translate
    VP of Customer Success at Forcepoint
    catarinacardoso
    Contributor ⭐️⭐️⭐️
    Jun 23, 2023 12:56 PM UTC

    Hi @meenal_shukla have you managed to accomplish this? Any insights would be very much appreciated as we’re looking to do the same. Thanks!

    Translate
    Terms & ConditionsAccessibility statement