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NXT: Report on CTA Associated Persons

  • October 4, 2021
  • 4 replies
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rbegley
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Curious if I am just missing it or if there is no way to report on it today, but I would like to use the Associated Persons linked to a CTA in order to drive automation.   These were available in SFDC edition and I assumed the functionality would be replicated in Gainsight NXT.

 

 

Best answer by rbegley

Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 

4 replies

rbegley
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  • October 4, 2021

Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 


Is there anyway to have this appear as the name vs the link?


manharwalia
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  • Gainsight Employee ⭐️
  • October 31, 2025

Hi ​@rbegley / ​@Alexandra.schwenke - how did you get the Associated Persons in the cockpit layout. Did you add a Custom field and link it to the  Cockpit Associated Records?


@manharwalia I didn’t this is just an object for reporting.