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Allow Rich Text fields on My Portfolio

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darkknight

Another day, another platform limitation.

Please allow Rich Text fields to be available to My Portfolio.

Expectation
Reality

 

7 replies

darkknight
Forum|alt.badge.img+4
  • Author
  • Expert ⭐️
  • 1980 replies
  • August 30, 2022

That should have said Rich Text “fields” - of course I can’t edit it. 

That’s what I get for typing in a hurry 🤦🏼


  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • April 30, 2024

+1 -- our teams leverage certain rich text fields on the Company and Relationship objects to provide key updates on accounts. It would be tremendously helpful if these field types were not only able to be pulled into My Portfolio on the Home view, but also editable there as well.


sarahmiracle
Forum|alt.badge.img+10
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 354 replies
  • January 6, 2025

I imagine this wasn’t available when it was first deployed because Rich Text fields were not able to be inline edited (and Portfolio was the first place inline editing was available in GS).

However, it’s now 2025, inline editing is available in rich text fields (and it works great). IMO this should have been included in the GS Home 2.0 refresh that was launched recently.

This is a big miss. ​@revathimenon how can we bump this for review by the PM team for GS Home?


sarahmiracle
Forum|alt.badge.img+10
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 354 replies
  • January 6, 2025

Also ​@revathimenon see ​@darkknight ‘s first comment - can you edit the name of this idea to be “Allow Rich Text fields on My Portfolio” instead of files?


revathimenon
Forum|alt.badge.img+6
  • Gainsight Community Manager
  • 592 replies
  • January 7, 2025

Made the change in the title & i’ve raised it internally as well ​@sarahmiracle 🙌🏼


pgeorge
Forum|alt.badge.img+1
  • Gainsight Employee ⭐️
  • 233 replies
  • January 7, 2025

Hi ​@darkknight ​@sarahmiracle 

We will look into this.

Added it to our backlog and will evaluate and update the progress here

 

Thank you

Preethi


sarahmiracle
Forum|alt.badge.img+10
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 354 replies
  • January 7, 2025

thank you both ​@pgeorge and ​@revathimenon 🙏🏻


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