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Jef Vanlaer
Helper ⭐️⭐️⭐️
December 4, 2024
New Idea

CC+CS Integration: link community users to Relationship and Relationship Person

Related products:CS Data Management & Integrations
  • December 4, 2024
  • 1 reply
  • 30 views

Community users should not only be linked to Person / Company Person / Company, but also to Relationship and Relationship Person. Our customers are managed at the Relationship level, so we need to be able to add reports to R360, add scorecard measures for Community on Relationship level… Currently, the only option to do this is via additional custom objects and fields.

1 reply

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
December 4, 2024

We don’t currently use relationships, but this is absolutely needed.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member