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HollySimmons
HollySimmons
Helper ⭐️
May 20, 2020
Solved

Is there a way to update company information via a list view (similar to SFDC)?

  • May 20, 2020
  • 10 replies
  • 261 views

I was wondering if it’s possible to provide a report to CSM’s where they can update attribute fields from within that view rather than going to each 360 individually? 
 

This is doable via SF using a list view, e.g;

 

 

And I know we can do this for healthscores currently. 

 

    Best answer by muralikrishnagopu

    Hello @HollySimmons, @jean.nairon and @john_apple, we are working on providing a Companies widget where you’d be able to edit company attributes inline within the widget itself. You don’t have to navigate to individual C360s to make these changes. You can incorporate this widget in dashboards. This is in our near term roadmap. Please stay tuned for more updates.

    10 replies

    john_apple
    john_apple
    Expert ⭐️
    May 20, 2020

    I don’t believe there is an easy way to do this. Custom Low Volume Objects can be edited from a Related List (Report) section on a C360 but cannot be edited from Dashboards. Also, the Company object is not a Custom object so its data cannot be modified outside of Data Operations or Rules Engine.

      jean.nairon
      jean.nairon
      Expert ⭐️
      July 10, 2020

      @HollySimmons  There’s an idea open for this. Please come vote for it. This would be an awesome feature!

       

      https://community.gainsight.com/cs-ideas-21/allow-inline-editing-in-tabular-reports-3866

      Jean
        HollySimmons
        HollySimmonsAuthor
        Helper ⭐️
        July 13, 2020

        Thanks @jean.nairon I’ve added my vote :)

          M
          muralikrishnagopuAnswer
          Helper ⭐️
          July 27, 2020

          Hello @HollySimmons, @jean.nairon and @john_apple, we are working on providing a Companies widget where you’d be able to edit company attributes inline within the widget itself. You don’t have to navigate to individual C360s to make these changes. You can incorporate this widget in dashboards. This is in our near term roadmap. Please stay tuned for more updates.

            gunjanm
            gunjanm
            Expert ⭐️
            February 24, 2021

            @muralikrishnagopu would this only apply to the Company object or any other MDA objects as well? For example, Success Plans? 

              
            End Proctoring-
             
            Gunjan
              gopal_rao_kallepu
              gopal_rao_kallepu
              Helper ⭐️⭐️⭐️
              February 26, 2021

              @gunjanm This widget(My portfolio) is limited to Company and Relationships. There are no plans of expanding it to other MDA objects as of now.

              Gopal
                gunjanm
                gunjanm
                Expert ⭐️
                February 28, 2021

                @gopal_rao_kallepu I wish there was an emoji reaction instead of only Like! :( 

                  
                End Proctoring-
                 
                Gunjan
                  rachelhibbardtmo
                  rachelhibbardtmo
                  Contributor ⭐️⭐️⭐️⭐️
                  April 22, 2022

                  Question is marked as solved, but last message from Gainsight still looked like solution was not released. Did this feature ever get released? If yes, how can I use it in new Horizon Reports & Dashboards? :D

                  bradley
                  bradley
                  Expert ⭐️
                  April 22, 2022

                  Question is marked as solved, but last message from Gainsight still looked like solution was not released. Did this feature ever get released? If yes, how can I use it in new Horizon Reports & Dashboards? :D

                  This is probably referring to what I believe is called the ‘my portfolio’ widget in GS Home. I haven’t enabled it but I believe that is what enables in-line multi-company editing. I don’t know that you can put it anywhere outside of GS Home yet.

                  rachelhibbardtmo
                  rachelhibbardtmo
                  Contributor ⭐️⭐️⭐️⭐️
                  April 22, 2022

                  Aha, thanks @bradley - I was looking at the My Portfolio dashboard and running into a dead end. We haven’t gone for GS Home yet, but I’ll check it out when we do! :)

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