Global filters on the Person Section of the 360.

Forum|Forum|7 years ago
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.

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Shilpa Gumnur

Helper ⭐️

@obarrette you’ll have it soon.

A

adil.malik

Contributor ⭐️⭐️

@Shilpa Gumnur - Has this been released?

My CSMs have long lists of contacts in the Person section of C360. We don’t want to delete them so that we can reference if needed but the option to hide irrelevant contacts would improve workflow. A global filter for an admin to filter the Person section based on a specific attribute would solve this.

Shilpa Gumnur

Helper ⭐️

@adil.malik This hasn’t been released yet but you can expect it soon. It’ll allow the end user to filter the list explicitly between active and inactive records.