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bayareaguy
Contributor ⭐️⭐️
Dec 8, 2020 2:54 AM UTC
Solved

How do i apply relationships to all accounts

I have defined a relationship to get through a use case of a different BU under the account. I have create the relationship type, associated the company object through GSID, configured the search to show the relationship , clicked on sync search, what i have noticed is the relationship doesnt appear automatically to all accounts, and i have to go to each individual account to configure the relationship through the Customer 360 menu option. Am i missing something?

 

    sai_ram
    sai_ramAnswer
    Expert ⭐️⭐️
    Dec 9, 2020 12:28 PM UTC

    I have defined a relationship to get through a use case of a different BU under the account. I have create the relationship type, associated the company object through GSID, configured the search to show the relationship , clicked on sync search, what i have noticed is the relationship doesnt appear automatically to all accounts, and i have to go to each individual account to configure the relationship through the Customer 360 menu option. Am i missing something?

     

    @bayareaguy Its a one time configuration. You can refer this to document. Please let us know if you have any questions, happy to help always!!!
     

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    3 replies

    john_apple
    john_apple
    Expert ⭐️
    Dec 8, 2020 3:19 AM UTC

    To create a Relationship automatically, you’ll need to use the Rules Engine: https://support.gainsight.com/Gainsight_NXT/Relationships_and_R360/Admin_Guides/Automating_Relationship_Creation_in_a_Company

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      sai_ram
      sai_ramAnswer
      Expert ⭐️⭐️
      Dec 9, 2020 12:28 PM UTC

      I have defined a relationship to get through a use case of a different BU under the account. I have create the relationship type, associated the company object through GSID, configured the search to show the relationship , clicked on sync search, what i have noticed is the relationship doesnt appear automatically to all accounts, and i have to go to each individual account to configure the relationship through the Customer 360 menu option. Am i missing something?

       

      @bayareaguy Its a one time configuration. You can refer this to document. Please let us know if you have any questions, happy to help always!!!
       

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        sai_ram
        sai_ram
        Expert ⭐️⭐️
        Dec 14, 2020 5:55 AM UTC

        @bayareaguy Did you get a chance to view the comments here? Please let us know if you need any help. 

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