when sharing a Success plan with customers, can the CSM get notified when the customer updates it, or vice versa? I have my SP’s set to edit and view for the customer to add notes and close tasks. Would be nice to have them alerted when I alter anything so I don’t have to do double work with an email. Thoughts?
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when sharing a Success plan with customers, can the CSM get notified when the customer updates it, or vice versa?
+6Best answer by jean.nairon
You might be also able to have users sign up for Event Notification. I believe though that this just tracks when a CTA status is updated. Here is some more info:
https://support.gainsight.com/Gainsight_NXT/Notifications/User_Guides/Setup_User_Notifications#Subscribe_to_Event_Notifications
+4Query the Call To Action object and filter for Update Date within the last 24 hours. If you have a field for CSM on the Company object, you can bring that data in as well so you filter out anyone who last updated the CTA does not question the Company CSM field.
Jean
+6Then would that trigger a notification to the CSM or would that create a CTA?
+4
You might be also able to have users sign up for Event Notification. I believe though that this just tracks when a CTA status is updated. Here is some more info:
https://support.gainsight.com/Gainsight_NXT/Notifications/User_Guides/Setup_User_Notifications#Subscribe_to_Event_Notifications
Jean
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