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Gainsight Employee ⭐️
dtaduvayi
Gainsight Employee ⭐️
July 21, 2023
New Idea

In Person section, show Name instead of ID for lookup fields

Related products:CS Other Features
  • July 21, 2023
  • 1 reply
  • 38 views

Being able to identify references is important. At the same time it would also be important to know which CSMs identified a particular person as a reference. The reasons to know the CSM that identified the reference is to know who to follow up with to get more details about the reference. 

 

While we can create a lookup to User from the Person object and add it to the person section, we can only see the User’s ID but not their Name.

 

This behaviour in the Person section is not consistent with what we notice in other parts of 360, like the Summary, Attributes, and Low volume record edits and could be improved.

    1 reply

    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 10, 2025

    Name isn’t necessarily going to be a field via the lookup if we have a lookup to a custom object. 

    We need to be able to show values from other objects, through lookups, in the people section of C360 and R360, and to show whatever value we need to show. Not just the “name” (which doesn’t work in custom objects accessible through lookups). 

     

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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