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Gainsight Mobile - Display Relationships?

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reneehouse
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  • reneehouse
    reneehouse
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    jean.nairon
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    hitesh_sharma
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    pele
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  • scott_renna
  • Contributor ⭐️⭐️⭐️⭐️
  • 30 replies
Hello everyone, 

We are planning on rolling out Gainsight Mobile to our Sales team to help give them a view to any customer at any time. In reading this how-to, it looks like right now you can only display at the Account level.

https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Overview_o...

Has anyone tried Gainsight Mobile out and any idea how to get the Relationship to display?

Thanks,

Scott

    6 replies

    rajdeep_barman
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    • rajdeep_barman
    • Gainsight Employee ⭐️
    • 41 replies
    • August 6, 2017
    Hi Scott,

    The mobile version of the application does not support Relationships as of now.
    sidhu
    1 person likes this
    • sidhu
      sidhu
    jieno_benitez
    • jieno_benitez
    • Contributor ⭐️⭐️
    • 3 replies
    • November 27, 2018
    This is a great feature to be included. Please put this in the road map.

    reneehouse
    rajdeep_barman
    casssapir
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    • reneehouse
      reneehouse
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      rajdeep_barman
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      casssapir
    chris_mudd
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    • chris_mudd
    • Gainsight Employee ⭐️
    • 21 replies
    • November 27, 2018
    Do we have any update on this idea? Is this currently in the roadmap for customers?

    reneehouse
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    • reneehouse
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 94 replies
    • November 28, 2018
    This is a key feature in order to make it easy for our Customer Success organization to manage their customers within Gainsight. Everything we do is at the Relationship-level.

    Renee House
    casssapir
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    • casssapir
      casssapir
    casssapir
    • casssapir
    • Contributor ⭐️
    • 1 reply
    • November 28, 2018
    Hi @Scott Renna. Great idea. This would be a prerequisite for broader adoption of Gainsight across our company.

    R
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    • rakesh_lingala
    • Helper ⭐️⭐️⭐️
    • 281 replies
    • September 3, 2020

    Hello Everyone!

    Happy to announce that your request has been considered and included as part of the v6.17 release (SFDC / NXT). With this release, the Gainsight Mobile app is now enhanced to search and access C360 and R360 pages. A new option called Search is available to search a Company or Relationship to access the respective C360 and R360 pages. 

    On the C/R360 page, you can see the following tabs:

    Details Tab: You can see the following sections in the Details tab, in the same order as configured in the Gainsight Web application:

    •     Summary
    •     Attributes
    •     Scorecards 2.0
    •     Company Intelligence (appears only in the C360 page and is not applicable to R360)
    •     Sponsor Tracking
    •     Relationships (appears only in the C360 page)
    •     Surveys 2.0

    Timeline Tab: C/R360 Timeline offers a complete view of all activities of a specific Company or Relationship. You can also create, edit, and delete the activities from the Timeline Tab, this functions the same way as that of the existing Global Timeline in mobile. A new Comments Tab is introduced to display all the comments related to that particular activity. The other activity details are shown in the Details Tab.

    This feature is implemented in both SFDC & NXT versions.

    Thanks for posting!

    jean.nairon
    sai_ram
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    • jean.nairon
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