Would love the option to add an attachment section to the C360 so we can store key documents such as in-play contracts - we currently upload these to the timeline but they very quickly get obscured by the rest of the entries and it’s a very common need to recheck contracts for anything nuanced and not easily expressed in attribute sections.
New Idea
Attachments Section on 360
- john_apple
- johntrask_bt
- jean.nairon
- heather_hansen
- justine_billante
- ana_g
- pmccrudden
- lesliesmith
- TMaier
- GraceP
- kyle johnson
- Ravinder Singh
- bradley
- kstim
- sarahmiracle
- jkolle
- zoeyk
- Molly.McQ
- rhenry
- kalpanakr
- zpeach
- jenlpro
- dayn.johnson
- amysherman
- CrooneyConexiom
- mobrien14
- mai.eliezer
- Kornelija_V
- Kirsty
- dcassidy
- hgonzales
- mconcepcion
- AlexaRubin
- DStreet
As we use GSuite, our workaround for this has been to add a “Document Links” section in the Success Plan where you can hyperlink text and direct users to a Google Sheet, Doc, Slides etc. Wonder if something like that might work for you?
Anastassia Goidina
+1HollySimmons wrote:
Would love the option to add an attachment section to the C360 so we can store key documents such as in-play contracts - we currently upload these to the timeline but they very quickly get obscured by the rest of the entries and it’s a very common need to recheck contracts for anything nuanced and not easily expressed in attribute sections.
+1On average it looks like our contracts are typically around 300kb, but sometimes are pushing closer to 900kb
PS my original typo in the subject line is really bugging me, is that something you can change 
+1HollySimmons wrote:
On average it looks like our contracts are typically around 300kb, but sometimes are pushing closer to 900kb
PS my original typo in the subject line is really bugging me, is that something you can change
1 person likes this
1 person likes this
Adding to this - we use Google Drive but it’s locked down to users within our company so when you try to embed documents directly it simply shows a broken connection. Ideally, we could work around this by uploading the documents we wanted to keep in a section of the C 360.
+7What if you still uploaded them via timeline, but all uploaded documents were accessible via the C360? It would make sense if documents are being uploaded already, that rather create a whole new upload process, just enable their display aggregated in one location? Basically, just the timeline filtered to show the attachments only?
Hey
+4Any update on this?
+6muralikrishnagopu wrote:
Agreed with
CrooneyConexiom wrote:
Not looking to make Gainsight a Knowledge Management tool
While we’re not looking to move knowledge to Gainsight from our other systems, it’d be convenient if we could have the necessary pages accessible directly with within C360 so we can keep our CS folk within Gainsight, so they don’t have to keep track of them in their bookmarks.
+61 person likes this
Upvoting this! We need this option for easy access to customer’s contracts
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