C360: Create an account profile section of the C360 where CSMs can capture notes, relevant information about customer

Manu, any update here re: notes and capturing information?

Looking forward to seeing note functionality added.  It would be great to have the ability to add  tags to help with searchability.

Hi all! Just to echo the above. My team is also looking for an evernote-esque ability for note taking. They're bouncing in between too many platforms at the moment and would love to have this all streamlined in GS. Can you share what you have up your sleeve? 😉 Thanks!!

Hi All,

Improving the notes taking capability is in our short term roadmap and the first version should be available in Fall release.

Thanks,
Nitisha

We feel the need for this request too. Also, it will be great if these notes can be shared on the Account record and allow other users (non-GS users) to edit these comments too.

Any updates on this? The status still says "planned" instead of in development. We are a new customer and would love to have this functionality. I feel it is the only hole gainsight has right now.

Hi Nate,

The note-taking piece is in development right now and we are planning to ship the first version this November. We'll obviously build on it in the future releases to add more varied activity tracking, next-steps, connectors, etc.

The original ask in this thread was around a more static 'profile' section where important information can stay bubbled up. We are looking into whether this is something we should add separately or an enhancement we could make to our Summary & Attribute sections. Any thoughts or suggestions?

Thanks,
Manu

I know the question is directed at Nate, but I'll give my two cents... Not a super-strong preference, but I think it would work best as it's own Account Profile section. Summary should still be a dashboard quick-view, and Attributes would stay as key SFDC fields/info. Either way, though; it's obviously very valuable info for non-Gainsight users to see when they look at the normal SF account page.

Agree with JD.  Separate section.  Profile and Attributes are really two different use cases.  Profile would be descriptive information about the customer, their business, etc.  Attributes is really more about specific fields and configuration settings that pertain to the SFDC account record.

Cannot attach a doc here, but here is a screenshot of our makeshift customer profile.  Not perfect, but in Google Drive it can be collaborated upon with the entire VAT (virtual account team).

My thought on this would be to have a quick notes section in the summary section on 360 for the very most important notes about the account then a more robust notes section on 360 where other interactions can be logged. The notes section could work something like https://community.gainsight.com/gainsight/topics/account-gmail-syncing which would allow e-mail sync, notes, and phone call logs.