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hillarydj
Contributor ⭐️⭐️⭐️
May 24, 2021
Released

Ability to Remove "Add Person" Button on the Person Section of the c360

Related products:CS C360 & R360 & P360
  • May 24, 2021
  • 8 replies
  • 176 views

It would be nice to have the option to remove the “add person” button on the person section of the c360. For our instance of Gainsight, we want to restrict the CSMs from being able to add new person/contact records because we use Gainsight NXT with Salesforce, and our business process includes additional checks/automation on the SFDC side for new contacts.

8 replies

pgeorge
Gainsight Employee ⭐️
Gainsight Employee ⭐️
May 25, 2021

@hillarydj Thank you so much for the feedback.

We are working on redesigning the Person section and will be considering this feedback as a part of the enhancements planned.

 

Thank you

Preethi

Contributor ⭐️⭐️⭐️⭐️⭐️
February 8, 2022

This is so important! We chose to have Salesforce as our source of truth for contacts, given other teams outside of our Gainsight users need access to contacts, and are updating them at different points in the customer journey.

jdoughe3
Contributor ⭐️⭐️
November 21, 2023

Still important!   Excited for gainsight to level up our CSM motion - but critically need to leverage existing contact management processes built out in Salesforce.   

James Dougherty, Icertis
katie_b
Helper ⭐️
April 17, 2024

Are there any updates to this request? We’re still seeing issues with our teams trying to add users that shouldn’t be added manually. We need to have control of this functionality so we can use our SFDC Contacts as our person source of truth.

Katie Baker
cankney
Contributor ⭐️⭐️⭐️
February 2, 2025

This would be so helpful! In the situation I’m working on, we only want the CSMs to add contacts at the Relationship level. That level has an accurate renewal date for the product the contact is associated with, and we use the renewal date to send automated NPS surveys. It would be nice to restrict adding on a Company record to avoid confusion.

Jef Vanlaer
Helper ⭐️⭐️⭐️
February 3, 2025

Similar use case as ​@cankney : we want our contacts to be added at the Relationship level to make sure all relevant information is present and to tie them to the fields on the Relationship.

hillarydj
hillarydjAuthor
Contributor ⭐️⭐️⭐️
August 15, 2025

Hello to everyone following this idea! 
It looks like this feature has been implemented to the c360 layout configuration! 

Not sure when it was rolled out exactly - but exciting nonetheless! 

 

pgeorge
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 26, 2025
New Idea→Released