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Has anyone successfully brought in files section from Accounts to Gainsight

  • 9 August 2019
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Userlevel 6
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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?


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Best answer by dan_ahrens 13 August 2019, 16:13

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Userlevel 6
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@dan_ahrens :-)


Userlevel 7
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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


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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!

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