Is there a way I can see the accounts I am "following" in C360?

Forum|Forum|6 years ago
June 16, 2020
15 replies
789 views

Within Gainsight, we are trying to find an easier way to view only accounts we want without having to make a new dashboard or list for each CSM. I noticed the “follow +” button at the top of the C360 in gainsight for customers. If I follow all of my accounts, is there a way to see all the accounts I am following in Gainsight so I can use that page for reference instead of having to search for my accounts individually?

Best answer by alizee

This is not solved indeed: a list of accounts one is assigned to is NOT the same thing as a list of accounts one follows. However, this is not an idea we can upvote, so here’s one:

john_apple

Expert ⭐️

You can make a Dashboard with a report of customers. Then set a Global Filter for the Dashboard to be filter on CSM = Current User. That way when you load that dashboard it will just shows customers that you are the CSM for.

jnoble100

Contributor ⭐️⭐️⭐️⭐️

Having a report showing which GS users are following which customers and which relationships would be very useful as an admin. Is there a way to do it?

tom_gerth

Gainsight Employee ⭐️⭐️

+1 for this, do we have any plans to make “Followed” accounts that you are not necessarily the CSM for a reportable data set?

Enterprise Support Manager, Gainsight

phani_kumar

Gainsight Employee ⭐️⭐️

You can make a Dashboard with a report of customers. Then set a Global Filter for the Dashboard to be filter on CSM = Current User. That way when you load that dashboard it will just shows customers that you are the CSM for.

Based on the Login User name the accounts will be shown in the Report list. Because we are setting the global filter as “CSM = Current User”.(Here the current user is the logged-in user name)

Thanks.

Y

ysun

Contributor ⭐️

I’d like to bump up this thread - as far as I can see the whole point of introducing “follow” is to allow users to:

keep informed on the accounts following;
be able to easily access the list of accounts following;

So really #2 is a MUST-HAVE feature. Can someone from GS product team respond this thread and give us some timeline in implementing this?

Cheers.

rishi

Contributor ⭐️⭐️⭐️

Is there any update on this thread? Being able to report on which accounts my users are following is key.

Patty Soldani

Contributor ⭐️⭐️

I am following and hoping to hear a solution. I am also looking at how to report on just customers that are being followed. We already define customers by user, but we we also want the user to be able to +Follow their customers that they consider are priority. I just can’t find a way to report on the +Follow button. Thanks

C

Corey Popp

Contributor ⭐️⭐️

We have CSMs assigned to accounts, but others in the organization who are not assigned may want to follow an account and see a list of followed accounts. Can someone please respond? This would be a very good enhancement to your product.

darkknight

Expert ⭐️

@anirbandutta I don’t think this issue is technically solved. The main ask was how to report on records that you “follow” but the use case the user cited was as a CSM - which yes technically the “best answer” answered, but it did not address if/how it’s possible to see all company records you have clicked “+Follow” which to date I don’t believe is possible.

Jeff Kirkpatrick