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ehaveman
Contributor ⭐️
June 6, 2019
New Idea

Global filters on the Person Section of the 360.

  • June 6, 2019
  • 16 replies
  • 271 views
Currently I am having trouble filtering contacts who may no longer be active Contacts have switched companies or are just not relevant to Gainsight.



Some accounts have over 100 Contacts so we need a way to create global filters on the Person section like we can with a report that shows up in the 360.

Either based on certain roles or other criteria we could manage.

      16 replies

      katerina_nemcova
      katerina_nemcova
      Helper ⭐️
      June 6, 2019
      same situation for us too - having the ability to use preset filter - Active/Inactive etc would be superhelpful!

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        August 30, 2019
        Hi Eric, Thanks for bringing this up! we have added this to our road-map, I will update here once we consider for release.

        Thanks for posting!

        jgrabis
        jgrabis
        Helper ⭐️
        August 30, 2019
        We've come across the same issue. It may be desirable to maintain the company person record to retain historic data associated with their record but we need to have the ability to define default filters (such as status) that will remove defunct contacts from a CSMs view in the C360

          HollySimmons
          HollySimmons
          Helper ⭐️
          June 11, 2020

          +1 for this also :)

          mr255405
          mr255405
          Helper ⭐️
          November 4, 2020

          +1 for this as well!

           

          pgeorge
          Gainsight Employee ⭐️
          pgeorge
          Gainsight Employee ⭐️
          November 6, 2020

          Thank you all for the feedback

          We are currently working on improving the listing view for Contacts and will be working making the UI more intuitive to identify Inactive contacts. There would also be OOTB filters set that would help you to hide in the inactive contacts from the C360 view.

          Will keep you posted on the release dates as soon as it is fixed

          Thank you

          Preethi

            dave_gordon_neo4j
            Contributor ⭐️⭐️
            March 25, 2021

            I need this functionality as well, and I would need this on both R360 and C360. For our use case, we use R360 primarily. I think the main thing is a global filter to show/hide Inactive users. Other global filters would be nice of course, but this one seems like an obvious one that will help everyone. Please keep me posted on when this might be available. My CSMs will be anxiously awaiting it. 

             

            Thank you!

              sai_ram
              sai_ram
              Expert ⭐️⭐️
              May 12, 2021

              @dave_gordon_neo4j sure thing, will keep you posted. currently the timelines are not fixed yet. 

              Shilpa Gumnur
              Shilpa Gumnur
              Helper ⭐️
              July 26, 2021

              Hello All,

              We’re listening to you always and are revamping the Person list view on C360 section and in the new view, we have an explicit Active/Inactive filter to help you filter the records. It is under development and can be expected soon.

               

              Thanks,

              Shilpa

                obarrette
                Helper ⭐️
                October 6, 2021

                +1 to this, much needed! 

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