Display Notes and Attachments in C360
None
Our AMs want to use the C360 page as their primary Customer view. One thing holding them back is visibility to the Notes and Attachments section found on the Account Page. Currently there is no way to add this as a section.
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Timeline is the tool to capture notes and attachments in Gainsight. Currently timeline is available as a tab in 360 but we plan to integrate timeline with other features (like Cockpit, scorecard, reports, success plans, etc.) also in the upcoming releases. E.g. In Cockpit, each CTA will have its mini timeline, user can add notes for the CTA and these notes can be automatically pushed to customer level timeline too.
Thus, this feature will give you capability to add notes and attachments from various places in the product and see a unified view all notes in 360.
Thanks,
Nitisha
I don’t feel that is valid. The requirement is to open and view the Notes and
Attachments that can be found on the Account page in the C360. Best I can tell, the functionality within Timeline lets you add new Notes or Attachments. We need visibility to Attachments, i.e. signed Order Forms, that are attached to the Opportunity and are therefore visible at the Account level.