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rbegley
Helper ⭐️⭐️
Oct 4, 2021 5:50 PM UTC
Solved

NXT: Report on CTA Associated Persons

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.

 

 

rbegley
rbegleyAnswer
Helper ⭐️⭐️
Oct 4, 2021 6:32 PM UTC

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
rbegleyAuthorAnswer
Helper ⭐️⭐️
Oct 4, 2021 6:32 PM UTC

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.

 

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Contributor ⭐️
Jan 29, 2024 11:33 PM UTC

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

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manharwalia
Gainsight Employee ⭐️
Gainsight Employee ⭐️
Oct 31, 2025 3:44 PM UTC

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?

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Director of Solutions Consulting | CS Operations Leader | Certified Gainsight Admin (x4) | Two-Time CS OPs Product Council Member
Contributor ⭐️
Oct 31, 2025 4:54 PM UTC

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

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