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leanne
leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
July 5, 2016
New Idea

Churn status on Relationships?

  • July 5, 2016
  • 16 replies
  • 230 views
How do most companies mark churned Relationships?  We've been told there's no way to automate removing a Relationship, so when one churns, what do you do?  Do you manually delete all these?  I'm not sure I want to delete the whole record, and I can probably pull a Status of churned from the Salesforce record, but I'd want to also hide or somehow mark the Relationship card as churned as well, so CSMs know they don't need to look at it.  We hide the churned Relationships from the CSMs view in SF, but the records are still there for reporting.  

      16 replies

      Show previous replies
      sidhu
      Gainsight Employee ⭐️
      sidhu
      Gainsight Employee ⭐️
      November 29, 2017
      Target is to make this available within the next 3 to 6 months. 
        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        February 6, 2018
        I'm also excited to see this rolled out! 🙂
        paloma_scheck
        paloma_scheck
        Contributor ⭐️
        March 5, 2018
        This is important for us. We are using Relationships and can't currently filter out churned solution lines from the card list.
          jeffrey_coleman
          jeffrey_coleman
          Helper ⭐️
          April 5, 2018
          We're 4 months into the 3-6 months... still on track for early Summer?
            faust_belarmino
            faust_belarmino
            Helper ⭐️⭐️
            March 1, 2019
            @sidhu Any updates on this request? We really NEED a standard status field for Relationships.

              rakesh_lingala
              Helper ⭐️⭐️⭐️
              July 27, 2020

              Hello Everyone!

              Happy to announce that your request has been considered and included as part of the v6.16 release. With this release, users have the ability to filter the C360 Relationship section based on Relationship Status; Active, Inactive, or Churn. This makes it easier for CSMs and other Users to view Relationships relevant to them.   

              This feature is only implemented in the NXT version.

              Thanks for posting!

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